-43.0%
DHX price history and return analytics
+355.4%
-398.4%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.5% | +6.1% | +6.1% |
| 7D | -8.4% | -0.1% | -8.2% | -8.3% |
| 30D | -11.8% | -3.1% | -8.7% | -8.9% |
| 3M | +23.6% | -3.5% | +27.1% | +28.0% |
| 6M | +28.2% | +0.5% | +27.7% | +27.3% |
| YTD | +190.3% | +10.8% | +179.5% | +160.5% |
| 1Y | +166.3% | +11.9% | +154.4% | +135.7% |
| 3Y | +109.3% | +73.0% | +36.3% | +18.8% |
| 5Y | -8.9% | +58.6% | -67.5% | -43.2% |
| 10Y | -21.7% | +219.2% | -240.9% | -76.5% |
| All | -43.0% | +355.4% | -398.4% | -88.2% |
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