+394.9%
DCI price history and return analytics
+355.4%
+39.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.5% |
| 7D | +1.7% | -0.1% | +1.8% | +1.8% |
| 30D | +0.5% | -3.1% | +3.5% | +3.6% |
| 3M | -9.4% | -3.5% | -5.9% | -6.2% |
| 6M | +2.3% | +0.5% | +1.8% | +1.6% |
| YTD | -0.5% | +10.8% | -11.3% | -10.4% |
| 1Y | +0.8% | +11.9% | -11.1% | -10.2% |
| 3Y | +52.2% | +73.0% | -20.8% | -12.4% |
| 5Y | +53.1% | +58.6% | -5.6% | -4.3% |
| 10Y | +155.2% | +219.2% | -63.9% | -19.3% |
| All | +394.9% | +355.4% | +39.5% | +7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling