+119.8%
DHC vs VT
+66.2%
+53.6%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -1.8% | +0.4% | -2.3% | -2.5% |
| 30D | -18.0% | +1.0% | -19.0% | -19.1% |
| 3M | -12.6% | +2.4% | -15.0% | -15.9% |
| 6M | -0.3% | +12.0% | -12.3% | -15.5% |
| YTD | +55.5% | +15.3% | +40.2% | +25.8% |
| 1Y | +94.3% | +22.6% | +71.7% | +42.9% |
| 3Y | +196.6% | +74.7% | +121.9% | +25.9% |
| All | +119.8% | +66.2% | +53.6% | +0.5% |
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