-18.6%
DCH price history and return analytics
+65.7%
-84.3%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -2.8% |
| 7D | +2.4% | -0.1% | +2.6% | +2.7% |
| 30D | +1.2% | -0.7% | +1.9% | +2.7% |
| 3M | +6.7% | +4.0% | +2.7% | +0.5% |
| 6M | +16.1% | +12.3% | +3.8% | -3.0% |
| YTD | +4.8% | +14.0% | -9.2% | -14.3% |
| 1Y | +12.2% | +20.3% | -8.1% | -16.2% |
| 3Y | -12.0% | +75.4% | -87.5% | -64.8% |
| 5Y | -18.6% | +66.0% | -84.6% | -62.2% |
| All | -18.6% | +65.7% | -84.3% | -62.2% |
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 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