-97.0%
DH price history and return analytics
+62.8%
-159.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +5.2% |
| 7D | +13.9% | +2.4% | +11.6% | +10.0% |
| 30D | +33.0% | -1.5% | +34.5% | +36.2% |
| 3M | +104.4% | -4.1% | +108.5% | +116.5% |
| 6M | +47.9% | +0.6% | +47.3% | +46.2% |
| YTD | -54.4% | +11.0% | -65.4% | -61.2% |
| 1Y | -51.8% | +13.3% | -65.2% | -60.3% |
| 3Y | -82.6% | +73.4% | -156.0% | -92.6% |
| 5Y | -96.9% | +57.4% | -154.3% | -98.3% |
| All | -97.0% | +62.8% | -159.7% | -98.5% |
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