-42.5%
DHC price history and return analytics
+221.8%
-264.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +3.0% | +2.4% | +0.6% | -0.7% |
| 30D | -3.1% | -1.5% | -1.6% | -1.1% |
| 3M | -13.5% | -4.1% | -9.4% | -8.1% |
| 6M | -17.0% | +0.6% | -17.5% | -18.8% |
| YTD | +49.9% | +11.0% | +38.9% | +24.6% |
| 1Y | +52.4% | +13.3% | +39.1% | +22.3% |
| 3Y | +279.6% | +73.4% | +206.2% | +50.3% |
| 5Y | +131.1% | +57.4% | +73.7% | +10.8% |
| All | -42.5% | +221.8% | -264.3% | -87.8% |
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 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