-18.2%
DBE vs VT
+345.0%
-363.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.1% | +3.2% |
| 7D | -10.5% | -4.2% | -6.3% | -8.6% |
| 30D | -1.8% | -5.8% | +4.0% | +1.1% |
| 3M | +26.8% | -5.2% | +32.1% | +29.8% |
| 6M | +8.9% | +0.1% | +8.7% | +7.4% |
| YTD | +107.3% | +8.2% | +99.1% | +93.4% |
| 1Y | +97.6% | +10.1% | +87.4% | +82.4% |
| 3Y | +85.7% | +69.7% | +16.1% | +30.9% |
| 5Y | +132.2% | +53.4% | +78.8% | +71.3% |
| 10Y | +267.5% | +219.2% | +48.3% | +69.9% |
| All | -18.2% | +345.0% | -363.2% | -74.7% |
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 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