+107.0%
DBB vs VT
+226.2%
-119.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.8% | -1.8% |
| 7D | -2.7% | -1.6% | -1.1% | -2.1% |
| 30D | -1.1% | -2.5% | +1.4% | -0.1% |
| 3M | -2.3% | -1.3% | -1.0% | -1.7% |
| 6M | -0.6% | +3.1% | -3.7% | -1.7% |
| YTD | +7.3% | +10.9% | -3.6% | +3.1% |
| 1Y | +15.4% | +12.1% | +3.3% | +10.4% |
| 3Y | +53.5% | +73.9% | -20.4% | +24.4% |
| 5Y | +35.8% | +58.0% | -22.2% | +12.7% |
| All | +107.0% | +226.2% | -119.2% | +26.0% |
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