+70.8%
DBC vs VT
+53.2%
+17.6%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.6% | +1.4% |
| 7D | -6.7% | -4.2% | -2.5% | -5.9% |
| 30D | -3.7% | -5.8% | +2.1% | -2.6% |
| 3M | +10.5% | -5.2% | +15.7% | +11.6% |
| 6M | +0.9% | +0.1% | +0.7% | +0.4% |
| YTD | +40.7% | +8.2% | +32.5% | +37.1% |
| 1Y | +42.5% | +10.1% | +32.4% | +38.1% |
| 3Y | +45.7% | +69.7% | -24.0% | +22.9% |
| 5Y | +70.8% | +53.4% | +17.4% | +54.7% |
| All | +70.8% | +53.2% | +17.6% | +54.7% |
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