-52.1%
DCH price history and return analytics
+59.8%
-111.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.1% | +2.9% | +2.0% |
| 7D | -3.3% | -0.7% | -2.6% | -1.9% |
| 30D | -14.1% | -1.7% | -12.4% | -10.8% |
| 3M | -32.8% | -2.3% | -30.5% | -29.2% |
| 6M | -30.8% | +1.5% | -32.3% | -31.1% |
| YTD | -27.8% | +12.0% | -39.8% | -38.6% |
| 1Y | -26.4% | +12.9% | -39.3% | -38.1% |
| 3Y | -30.6% | +74.9% | -105.5% | -71.9% |
| 5Y | -52.1% | +59.9% | -112.0% | -76.6% |
| All | -52.1% | +59.8% | -111.8% | -76.6% |
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