+64.8%
DHF price history and return analytics
+229.8%
-165.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | -1.8% | -1.1% | -0.7% | -1.1% |
| 30D | -3.4% | -1.0% | -2.4% | -2.9% |
| 3M | -2.0% | +3.2% | -5.1% | -3.9% |
| 6M | +1.5% | +12.5% | -11.0% | -5.8% |
| YTD | -1.5% | +14.1% | -15.6% | -9.5% |
| 1Y | -3.0% | +18.9% | -21.9% | -13.2% |
| 3Y | +34.8% | +74.1% | -39.3% | -6.1% |
| 5Y | +7.0% | +66.9% | -59.9% | -24.1% |
| All | +64.8% | +229.8% | -165.0% | -26.9% |
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 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