-6.4%
VST vs DHI
+2.9%
-9.3%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.0% |
| 7D | +6.6% | -4.1% | +10.7% | +6.0% |
| 30D | -12.4% | +9.3% | -21.7% | -13.9% |
| 3M | -9.0% | -2.6% | -6.4% | -8.4% |
| 6M | -6.4% | +4.1% | -10.5% | -12.5% |
| All | -6.4% | +2.9% | -9.3% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded DHI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling