+277.6%
DHF price history and return analytics
+356.5%
-78.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.1% |
| 7D | 0.0% | +2.4% | -2.4% | -1.3% |
| 30D | +2.6% | -1.5% | +4.1% | +3.4% |
| 3M | -5.2% | -4.1% | -1.1% | -3.1% |
| 6M | -3.8% | +0.6% | -4.4% | -4.4% |
| YTD | -2.5% | +11.0% | -13.6% | -8.3% |
| 1Y | -3.1% | +13.3% | -16.4% | -9.8% |
| 3Y | +32.2% | +73.4% | -41.2% | -3.2% |
| 5Y | +4.2% | +57.4% | -53.2% | -20.2% |
| 10Y | +75.4% | +221.7% | -146.3% | -9.2% |
| All | +277.6% | +356.5% | -78.9% | +44.5% |
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 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