+67.0%
VT vs DHI
+59.5%
+7.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.0% | +2.5% | +0.2% |
| 7D | +1.0% | -2.0% | +3.0% | +1.5% |
| 30D | -0.2% | -8.3% | +8.1% | +1.6% |
| 3M | +4.5% | -3.7% | +8.3% | +5.0% |
| 6M | +14.1% | -5.4% | +19.4% | +14.7% |
| YTD | +14.8% | -3.0% | +17.8% | +14.3% |
| 1Y | +21.2% | -23.8% | +45.0% | +27.4% |
| 3Y | +76.6% | +21.8% | +54.8% | +56.9% |
| All | +67.0% | +59.5% | +7.5% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling