-25.9%
DHX price history and return analytics
+221.8%
-247.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.1% | -1.1% |
| 7D | +1.4% | +2.4% | -1.0% | -1.1% |
| 30D | -10.2% | -1.5% | -8.7% | -8.8% |
| 3M | +10.0% | -4.1% | +14.1% | +14.4% |
| 6M | +21.2% | +0.6% | +20.6% | +20.2% |
| YTD | +184.5% | +11.0% | +173.5% | +155.7% |
| 1Y | +137.1% | +13.3% | +123.7% | +108.3% |
| 3Y | +106.1% | +73.4% | +32.7% | +19.2% |
| 5Y | -22.4% | +57.4% | -79.8% | -50.6% |
| All | -25.9% | +221.8% | -247.6% | -78.0% |
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