+91.8%
DBC vs VT
+66.2%
+25.7%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | +3.6% | +0.4% | +3.2% | +3.5% |
| 30D | +12.0% | +1.0% | +11.0% | +11.7% |
| 3M | +6.8% | +2.4% | +4.4% | +6.1% |
| 6M | +22.0% | +12.0% | +10.0% | +18.4% |
| YTD | +42.7% | +15.3% | +27.3% | +37.2% |
| 1Y | +48.5% | +22.6% | +25.9% | +40.1% |
| 3Y | +46.5% | +74.7% | -28.2% | +23.0% |
| All | +91.8% | +66.2% | +25.7% | +66.4% |
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