-80.7%
DTCX price history and return analytics
+74.9%
-155.6%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.8% |
| 7D | -7.2% | +1.0% | -8.2% | -7.5% |
| 30D | -5.9% | -0.2% | -5.6% | -5.7% |
| 3M | -11.1% | +4.5% | -15.6% | -12.2% |
| 6M | -19.2% | +14.1% | -33.3% | -22.4% |
| YTD | -29.8% | +14.8% | -44.6% | -32.6% |
| 1Y | -62.3% | +21.2% | -83.5% | -64.1% |
| 3Y | -63.2% | +76.6% | -139.8% | -66.6% |
| All | -80.7% | +74.9% | -155.6% | -83.1% |
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