+87.4%
DBEM vs VT
+75.0%
+12.5%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.9% | +0.4% | +1.5% | +1.5% |
| 30D | +2.7% | +1.0% | +1.7% | +1.7% |
| 3M | -3.1% | +2.4% | -5.5% | -5.0% |
| 6M | +15.0% | +12.0% | +3.0% | +4.0% |
| YTD | +26.1% | +15.3% | +10.8% | +11.4% |
| 1Y | +40.7% | +22.6% | +18.2% | +18.2% |
| All | +87.4% | +75.0% | +12.5% | +15.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling