-40.4%
DLHC price history and return analytics
+11.9%
-52.2%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -3.6% | +2.9% | -6.5% | -4.3% |
| 30D | -12.7% | -2.5% | -10.2% | -12.3% |
| 3M | -25.2% | -3.3% | -21.9% | -24.7% |
| 6M | -37.7% | +1.5% | -39.3% | -38.0% |
| YTD | -38.1% | +11.4% | -49.4% | -42.2% |
| 1Y | -40.4% | +11.9% | -52.3% | -44.6% |
| All | -40.4% | +11.9% | -52.2% | -44.6% |
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 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