-97.3%
DH price history and return analytics
+62.4%
-159.6%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.7% | +6.9% |
| 7D | +1.7% | -0.1% | +1.9% | +2.0% |
| 30D | +21.4% | -3.1% | +24.5% | +27.0% |
| 3M | +70.2% | -3.5% | +73.7% | +78.6% |
| 6M | +24.9% | +0.5% | +24.4% | +23.5% |
| YTD | -58.5% | +10.8% | -69.3% | -64.6% |
| 1Y | -58.2% | +11.9% | -70.1% | -64.9% |
| 3Y | -83.4% | +73.0% | -156.4% | -92.9% |
| 5Y | -97.0% | +58.6% | -155.6% | -98.4% |
| All | -97.3% | +62.4% | -159.6% | -98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling