+297.8%
VTI vs DHI
+414.5%
-116.8%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.4% |
| 7D | -0.9% | -3.4% | +2.5% | 0.0% |
| 30D | -1.4% | -5.4% | +4.0% | 0.0% |
| 3M | +3.6% | -10.4% | +14.0% | +6.3% |
| 6M | +13.6% | -2.8% | +16.4% | +13.5% |
| YTD | +12.9% | -3.4% | +16.3% | +12.5% |
| 1Y | +17.2% | -22.9% | +40.1% | +23.9% |
| 3Y | +75.7% | +20.7% | +55.0% | +56.0% |
| 5Y | +75.4% | +62.1% | +13.3% | +37.5% |
| All | +297.8% | +414.5% | -116.8% | +116.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling