-79.8%
DTCX price history and return analytics
+73.9%
-153.7%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +0.5% | -1.1% | +1.6% | +0.9% |
| 30D | +4.7% | -1.0% | +5.6% | +5.0% |
| 3M | -4.7% | +3.2% | -7.9% | -5.6% |
| 6M | -32.7% | +12.5% | -45.1% | -35.0% |
| YTD | -26.5% | +14.1% | -40.6% | -29.3% |
| 1Y | -63.8% | +18.9% | -82.7% | -65.4% |
| 3Y | -61.5% | +74.1% | -135.6% | -64.9% |
| All | -79.8% | +73.9% | -153.7% | -82.2% |
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 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