-49.8%
DHC price history and return analytics
+229.8%
-279.6%
-96.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.9% |
| 7D | -0.1% | -1.1% | +1.0% | +1.6% |
| 30D | -10.0% | -1.0% | -9.0% | -8.6% |
| 3M | -14.7% | +3.2% | -17.8% | -19.1% |
| 6M | +0.2% | +12.5% | -12.2% | -17.6% |
| YTD | +55.3% | +14.1% | +41.2% | +24.4% |
| 1Y | +66.7% | +18.9% | +47.7% | +24.1% |
| 3Y | +244.7% | +74.1% | +170.6% | +38.3% |
| 5Y | +135.9% | +66.9% | +69.0% | +3.6% |
| All | -49.8% | +229.8% | -279.6% | -89.6% |
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 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