+23.9%
DHDG price history and return analytics
+33.8%
-10.0%
-8.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | -0.1% |
| 7D | +1.2% | +2.4% | -1.2% | +0.2% |
| 30D | -1.1% | -1.5% | +0.4% | -0.5% |
| 3M | 0.0% | -4.1% | +4.1% | +1.7% |
| 6M | +4.3% | +0.6% | +3.8% | +4.0% |
| YTD | +10.6% | +11.0% | -0.4% | +5.6% |
| 1Y | +12.4% | +13.3% | -0.9% | +6.3% |
| All | +23.9% | +33.8% | -10.0% | +8.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling