-4.3%
DHF vs VT
+13.3%
-17.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.5% | -0.5% |
| 7D | +1.4% | -1.6% | +3.0% | +2.0% |
| 30D | +1.7% | -2.5% | +4.2% | +2.8% |
| 3M | -3.6% | -1.3% | -2.3% | -3.1% |
| 6M | -3.5% | +3.1% | -6.6% | -5.3% |
| YTD | -2.9% | +10.9% | -13.8% | -9.7% |
| All | -4.3% | +13.3% | -17.5% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling