+255.9%
DBE vs VT
+217.6%
+38.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -9.3% | -0.1% | -9.2% | -9.4% |
| 30D | -7.4% | -3.1% | -4.3% | -6.4% |
| 3M | +12.3% | -3.5% | +15.8% | +13.4% |
| 6M | +12.5% | +0.5% | +12.0% | +11.2% |
| YTD | +100.3% | +10.8% | +89.5% | +87.2% |
| 1Y | +87.8% | +11.9% | +75.9% | +74.5% |
| 3Y | +86.6% | +73.0% | +13.6% | +35.0% |
| 5Y | +125.7% | +58.6% | +67.1% | +70.3% |
| 10Y | +255.9% | +219.2% | +36.7% | +93.2% |
| All | +255.9% | +217.6% | +38.3% | +93.2% |
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