-30.1%
DLHC price history and return analytics
+21.2%
-51.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.9% |
| 7D | -8.4% | +1.0% | -9.4% | -8.5% |
| 30D | -18.0% | -0.2% | -17.8% | -18.0% |
| 3M | -28.1% | +4.5% | -32.6% | -28.7% |
| 6M | -32.5% | +14.1% | -46.5% | -36.1% |
| YTD | -30.1% | +14.8% | -44.8% | -34.2% |
| All | -30.1% | +21.2% | -51.3% | -35.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling