+715.9%
VTV vs DHI
+791.9%
-75.9%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.7% | -1.0% | +0.3% |
| 7D | -1.1% | -3.4% | +2.3% | -0.3% |
| 30D | -1.0% | -5.4% | +4.4% | +0.2% |
| 3M | +4.6% | -10.4% | +15.1% | +7.1% |
| 6M | +13.5% | -2.8% | +16.3% | +13.4% |
| YTD | +18.5% | -3.4% | +21.9% | +18.3% |
| 1Y | +22.9% | -22.9% | +45.8% | +29.1% |
| 3Y | +67.8% | +20.7% | +47.2% | +53.5% |
| 5Y | +81.8% | +62.1% | +19.7% | +50.7% |
| 10Y | +233.0% | +410.4% | -177.4% | +96.8% |
| All | +715.9% | +791.9% | -75.9% | +217.6% |
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 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