+1,238.7%
VUG vs DHI
+798.6%
+440.1%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +0.1% | -2.3% | +2.4% | +0.6% |
| 30D | -1.7% | -5.3% | +3.6% | -0.5% |
| 3M | +2.8% | -7.8% | +10.6% | +4.4% |
| 6M | +13.6% | -5.4% | +19.0% | +14.3% |
| YTD | +8.1% | -2.7% | +10.8% | +7.6% |
| 1Y | +13.1% | -21.0% | +34.0% | +17.7% |
| 3Y | +87.0% | +22.2% | +64.8% | +70.2% |
| 5Y | +76.0% | +62.2% | +13.8% | +47.7% |
| 10Y | +420.5% | +414.3% | +6.2% | +222.5% |
| All | +1,238.7% | +798.6% | +440.1% | +465.4% |
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