+105.9%
DTCR price history and return analytics
+124.5%
-18.6%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.9% | -1.7% | -1.7% |
| 7D | -0.8% | -2.0% | +1.2% | +1.3% |
| 30D | -1.1% | -1.4% | +0.4% | +0.5% |
| 3M | -7.4% | +4.7% | -12.1% | -11.4% |
| 6M | +9.7% | +11.4% | -1.6% | -1.0% |
| YTD | +31.8% | +13.1% | +18.8% | +17.3% |
| 1Y | +46.0% | +19.0% | +27.0% | +23.7% |
| 3Y | +116.5% | +73.9% | +42.5% | +27.7% |
| 5Y | +67.8% | +65.4% | +2.4% | +2.2% |
| All | +105.9% | +124.5% | -18.6% | +1.5% |
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