+181.9%
DBD vs VT
+72.8%
+109.0%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.7% | +2.2% | +1.8% |
| 7D | -0.2% | -0.3% | +0.1% | +0.3% |
| 30D | -11.7% | -1.4% | -10.2% | -10.1% |
| 3M | -24.5% | -1.4% | -23.2% | -23.2% |
| 6M | -24.3% | +5.5% | -29.8% | -29.0% |
| YTD | -14.6% | +12.8% | -27.4% | -26.6% |
| 1Y | +3.1% | +15.4% | -12.3% | -13.9% |
| 3Y | +200.4% | +76.9% | +123.5% | +54.1% |
| All | +181.9% | +72.8% | +109.0% | +49.4% |
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