+80.5%
DLHC price history and return analytics
+346.0%
-265.5%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -0.6% | -2.3% | +1.8% | +0.3% |
| 30D | -14.0% | -5.0% | -9.1% | -12.4% |
| 3M | -25.7% | -4.9% | -20.8% | -24.4% |
| 6M | -35.5% | -1.5% | -34.0% | -35.4% |
| YTD | -36.1% | +8.5% | -44.6% | -38.2% |
| 1Y | -40.6% | +11.4% | -52.0% | -43.2% |
| 3Y | -75.0% | +70.1% | -145.1% | -79.3% |
| 5Y | -76.2% | +53.7% | -129.9% | -79.6% |
| 10Y | -28.9% | +220.0% | -248.9% | -49.5% |
| All | +80.5% | +346.0% | -265.5% | +36.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling