+197.2%
DBEU vs VT
+221.8%
-24.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | +3.5% | +2.4% | +1.1% | +1.5% |
| 30D | +4.5% | -1.5% | +6.0% | +5.7% |
| 3M | +0.8% | -4.1% | +4.9% | +4.3% |
| 6M | +9.8% | +0.6% | +9.3% | +9.0% |
| YTD | +16.5% | +11.0% | +5.5% | +6.5% |
| 1Y | +18.8% | +13.3% | +5.5% | +6.7% |
| 3Y | +65.8% | +73.4% | -7.6% | +3.5% |
| 5Y | +71.0% | +57.4% | +13.6% | +15.4% |
| All | +197.2% | +221.8% | -24.6% | +2.0% |
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