+142.3%
DTH price history and return analytics
+346.0%
-203.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -0.3% | -2.3% | +2.1% | +1.9% |
| 30D | +1.2% | -5.0% | +6.1% | +6.1% |
| 3M | -3.4% | -4.9% | +1.4% | +1.1% |
| 6M | +0.6% | -1.5% | +2.2% | +1.7% |
| YTD | +11.3% | +8.5% | +2.8% | +2.3% |
| 1Y | +18.0% | +11.4% | +6.6% | +5.7% |
| 3Y | +77.0% | +70.1% | +6.9% | +3.9% |
| 5Y | +83.6% | +53.7% | +29.8% | +17.5% |
| 10Y | +141.4% | +220.0% | -78.6% | -27.6% |
| All | +142.3% | +346.0% | -203.8% | -48.1% |
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