-79.9%
DTCX price history and return analytics
+72.3%
-152.2%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | -0.2% |
| 7D | -5.2% | -2.0% | -3.2% | -4.6% |
| 30D | +4.1% | -1.4% | +5.6% | +4.7% |
| 3M | -5.2% | +4.7% | -9.9% | -6.5% |
| 6M | -24.2% | +11.4% | -35.5% | -26.6% |
| YTD | -26.9% | +13.1% | -40.0% | -29.5% |
| 1Y | -63.7% | +19.0% | -82.7% | -65.3% |
| 3Y | -61.7% | +73.9% | -135.7% | -65.0% |
| All | -79.9% | +72.3% | -152.2% | -82.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling