+232.8%
DB vs VT
+60.6%
+172.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.7% | +6.2% | +5.6% |
| 7D | +9.6% | -0.3% | +9.9% | +10.2% |
| 30D | +5.0% | -1.4% | +6.5% | +7.3% |
| 3M | -2.0% | -1.4% | -0.6% | +0.2% |
| 6M | +26.0% | +5.5% | +20.5% | +17.8% |
| YTD | -1.3% | +12.8% | -14.1% | -15.0% |
| 1Y | +6.2% | +15.4% | -9.3% | -11.1% |
| 3Y | +250.8% | +76.9% | +173.9% | +68.2% |
| 5Y | +232.8% | +60.4% | +172.4% | +86.4% |
| All | +232.8% | +60.6% | +172.2% | +86.4% |
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