-18.2%
DLHC price history and return analytics
+221.4%
-239.7%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.6% |
| 7D | -8.4% | +1.0% | -9.4% | -8.9% |
| 30D | -18.0% | -0.2% | -17.8% | -17.9% |
| 3M | -28.1% | +4.5% | -32.6% | -30.3% |
| 6M | -32.5% | +14.1% | -46.5% | -38.2% |
| YTD | -30.1% | +14.8% | -44.8% | -36.4% |
| 1Y | -31.4% | +21.2% | -52.6% | -39.9% |
| 3Y | -65.3% | +76.6% | -141.9% | -75.7% |
| 5Y | -67.6% | +66.6% | -134.2% | -76.6% |
| 10Y | -18.2% | +222.3% | -240.5% | -53.3% |
| All | -18.2% | +221.4% | -239.7% | -53.3% |
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