+185.5%
DBEU vs VT
+224.5%
-38.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.3% | +0.4% | -0.8% | -0.7% |
| 30D | -0.7% | +1.0% | -1.6% | -1.5% |
| 3M | +4.7% | +2.4% | +2.3% | +2.6% |
| 6M | +8.6% | +12.0% | -3.4% | -1.3% |
| YTD | +13.9% | +15.3% | -1.4% | +1.0% |
| 1Y | +22.7% | +22.6% | +0.2% | +3.3% |
| 3Y | +59.3% | +74.7% | -15.4% | -1.1% |
| 5Y | +72.7% | +66.1% | +6.6% | +11.3% |
| All | +185.5% | +224.5% | -38.9% | -0.5% |
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 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