-21.9%
DBE vs VT
+374.2%
-396.1%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +7.3% | +0.4% | +6.8% | +7.0% |
| 30D | +21.1% | +1.0% | +20.1% | +20.4% |
| 3M | +10.6% | +2.4% | +8.2% | +8.7% |
| 6M | +49.2% | +12.0% | +37.2% | +37.7% |
| YTD | +98.0% | +15.3% | +82.7% | +79.4% |
| 1Y | +89.3% | +22.6% | +66.7% | +65.3% |
| 3Y | +72.5% | +74.7% | -2.1% | +20.3% |
| 5Y | +154.2% | +66.1% | +88.1% | +80.2% |
| 10Y | +257.6% | +225.0% | +32.6% | +65.1% |
| All | -21.9% | +374.2% | -396.1% | -76.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling