+63.2%
DHI price history and return analytics
+65.7%
-2.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +0.7% |
| 7D | -3.4% | -1.1% | -2.3% | -2.2% |
| 30D | -5.4% | -1.0% | -4.5% | -4.3% |
| 3M | -10.4% | +3.2% | -13.6% | -13.4% |
| 6M | -2.8% | +12.5% | -15.3% | -14.5% |
| YTD | -3.4% | +14.1% | -17.5% | -16.6% |
| 1Y | -22.9% | +18.9% | -41.8% | -36.5% |
| 3Y | +20.7% | +74.1% | -53.4% | -37.5% |
| All | +63.2% | +65.7% | -2.5% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling