+361.0%
VT vs DHI
+1,333.7%
-972.7%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.7% | +1.1% | -0.2% |
| 7D | +2.9% | -8.0% | +10.9% | +5.1% |
| 30D | -2.5% | +7.0% | -9.5% | -4.5% |
| 3M | -3.3% | -0.6% | -2.7% | -3.7% |
| 6M | +1.5% | +1.5% | +0.1% | +0.2% |
| YTD | +11.4% | +1.5% | +9.8% | +9.2% |
| 1Y | +11.9% | +0.4% | +11.5% | +9.8% |
| 3Y | +73.9% | +21.9% | +52.0% | +56.8% |
| 5Y | +57.9% | +56.1% | +1.8% | +30.0% |
| 10Y | +222.6% | +493.3% | -270.6% | +75.4% |
| All | +361.0% | +1,333.7% | -972.7% | +64.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling