+132.2%
DBE vs VT
+53.2%
+79.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.1% | +1.4% |
| 7D | -10.5% | -4.2% | -6.3% | -10.2% |
| 30D | -1.8% | -5.8% | +4.0% | -1.3% |
| 3M | +26.8% | -5.2% | +32.1% | +27.3% |
| 6M | +8.9% | +0.1% | +8.7% | +8.2% |
| YTD | +107.3% | +8.2% | +99.1% | +101.5% |
| 1Y | +97.6% | +10.1% | +87.4% | +90.9% |
| 3Y | +85.7% | +69.7% | +16.1% | +52.2% |
| 5Y | +132.2% | +53.4% | +78.8% | +117.1% |
| All | +132.2% | +53.2% | +79.0% | +117.1% |
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