+261.9%
DBD vs VT
+74.2%
+187.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.1% |
| 7D | -1.7% | -0.1% | -1.6% | -1.5% |
| 30D | -7.2% | -0.7% | -6.6% | -6.4% |
| 3M | -18.5% | +4.0% | -22.5% | -22.2% |
| 6M | -11.7% | +12.3% | -24.0% | -23.3% |
| YTD | -2.1% | +14.0% | -16.1% | -16.8% |
| 1Y | +9.4% | +20.3% | -10.9% | -12.9% |
| All | +261.9% | +74.2% | +187.7% | +92.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling