+0.7%
DHX price history and return analytics
+66.2%
-65.5%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.5% | -4.4% | -4.3% |
| 7D | -3.8% | +1.0% | -4.8% | -4.8% |
| 30D | +8.0% | -0.2% | +8.3% | +8.3% |
| 3M | +22.9% | +4.5% | +18.3% | +16.6% |
| 6M | +60.4% | +14.1% | +46.4% | +39.2% |
| YTD | +177.4% | +14.8% | +162.7% | +138.7% |
| 1Y | +44.3% | +21.2% | +23.1% | +16.5% |
| 3Y | +37.4% | +76.6% | -39.2% | -26.5% |
| 5Y | +0.7% | +66.6% | -65.9% | -41.8% |
| All | +0.7% | +66.2% | -65.5% | -41.8% |
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