+14.9%
VTI vs DHI
+9.6%
+5.3%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +8.1% | -6.6% | +0.6% |
| 7D | -0.6% | +9.8% | -10.4% | -1.8% |
| 30D | -1.0% | +17.8% | -18.8% | -3.2% |
| 3M | -0.8% | +4.7% | -5.5% | -1.5% |
| 6M | +7.1% | +10.0% | -3.0% | +5.3% |
| YTD | +13.4% | +10.0% | +3.4% | +10.3% |
| 1Y | +14.9% | +9.1% | +5.8% | +11.2% |
| All | +14.9% | +9.6% | +5.3% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling