+183.3%
DCI price history and return analytics
+229.7%
-46.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.6% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -6.9% | -0.7% | -6.2% | -6.2% |
| 3M | +5.0% | +4.0% | +1.0% | +0.7% |
| 6M | +1.7% | +12.3% | -10.6% | -10.0% |
| YTD | +2.3% | +14.0% | -11.7% | -10.9% |
| 1Y | +13.4% | +20.3% | -6.9% | -6.7% |
| 3Y | +51.8% | +75.4% | -23.6% | -15.9% |
| 5Y | +60.1% | +66.0% | -5.8% | -6.2% |
| All | +183.3% | +229.7% | -46.4% | -18.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling