-16.3%
DHX price history and return analytics
+57.4%
-73.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.6% | -4.7% | -4.8% |
| 7D | -10.9% | +0.4% | -11.2% | -11.3% |
| 30D | -16.5% | -2.6% | -13.9% | -14.0% |
| 3M | +7.0% | -3.2% | +10.3% | +10.6% |
| 6M | +21.4% | +0.9% | +20.4% | +19.9% |
| YTD | +174.8% | +11.3% | +163.5% | +144.5% |
| 1Y | +143.4% | +14.0% | +129.4% | +110.2% |
| 3Y | +107.8% | +75.8% | +32.0% | +12.5% |
| 5Y | -16.3% | +57.8% | -74.1% | -48.7% |
| All | -16.3% | +57.4% | -73.7% | -48.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling