+415.8%
DCI price history and return analytics
+374.2%
+41.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.9% | +0.4% | -1.4% | -1.4% |
| 30D | -6.1% | +1.0% | -7.1% | -7.0% |
| 3M | +9.1% | +2.4% | +6.7% | +6.4% |
| 6M | -1.9% | +12.0% | -13.9% | -12.5% |
| YTD | +3.7% | +15.3% | -11.7% | -10.3% |
| 1Y | +14.4% | +22.6% | -8.2% | -6.9% |
| 3Y | +46.8% | +74.7% | -27.9% | -16.2% |
| 5Y | +58.0% | +66.1% | -8.1% | -5.6% |
| 10Y | +177.7% | +225.0% | -47.3% | -13.8% |
| All | +415.8% | +374.2% | +41.6% | +7.8% |
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