+117.4%
DHC vs VT
+53.4%
+64.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.5% |
| 7D | -9.8% | -2.3% | -7.5% | -7.0% |
| 30D | -6.5% | -5.0% | -1.6% | -0.1% |
| 3M | -19.4% | -4.9% | -14.5% | -14.0% |
| 6M | -15.1% | -1.5% | -13.6% | -14.2% |
| YTD | +45.5% | +8.5% | +37.1% | +27.5% |
| 1Y | +58.6% | +11.4% | +47.3% | +33.3% |
| 3Y | +225.6% | +70.1% | +155.5% | +40.9% |
| All | +117.4% | +53.4% | +64.0% | +11.5% |
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