-84.6%
DH price history and return analytics
+69.7%
-154.4%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.5% | +1.5% |
| 7D | +2.7% | -2.3% | +5.0% | +5.9% |
| 30D | +18.6% | -5.0% | +23.5% | +26.4% |
| 3M | +67.9% | -4.9% | +72.8% | +78.3% |
| 6M | +21.7% | -1.5% | +23.2% | +24.0% |
| YTD | -59.9% | +8.5% | -68.4% | -63.9% |
| 1Y | -56.6% | +11.4% | -68.0% | -62.3% |
| 3Y | -84.6% | +70.1% | -154.7% | -94.8% |
| All | -84.6% | +69.7% | -154.4% | -94.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling