+360.8%
VT vs DHI
+1,439.2%
-1,078.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.2% | +0.4% | +2.0% |
| 7D | +0.4% | +1.8% | -1.4% | -0.2% |
| 30D | -2.6% | +15.4% | -18.0% | -6.4% |
| 3M | -3.2% | +3.0% | -6.2% | -4.5% |
| 6M | +0.9% | +5.7% | -4.8% | -1.4% |
| YTD | +11.3% | +9.0% | +2.3% | +7.2% |
| 1Y | +14.0% | +8.8% | +5.2% | +9.6% |
| 3Y | +75.8% | +33.0% | +42.8% | +55.1% |
| 5Y | +57.8% | +68.1% | -10.3% | +27.5% |
| 10Y | +219.8% | +532.1% | -312.3% | +71.1% |
| All | +360.8% | +1,439.2% | -1,078.5% | +61.2% |
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