-82.6%
DH price history and return analytics
+74.0%
-156.6%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.3% | +5.1% | +5.1% |
| 7D | +13.9% | +2.4% | +11.6% | +10.7% |
| 30D | +33.0% | -1.5% | +34.5% | +35.8% |
| 3M | +104.4% | -4.1% | +108.5% | +114.7% |
| 6M | +47.9% | +0.6% | +47.3% | +46.7% |
| YTD | -54.4% | +11.0% | -65.4% | -60.0% |
| 1Y | -51.8% | +13.3% | -65.2% | -58.9% |
| 3Y | -82.6% | +73.4% | -156.0% | -93.9% |
| All | -82.6% | +74.0% | -156.6% | -93.9% |
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