+234.8%
DBEU vs VT
+259.8%
-25.0%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +1.9% |
| 7D | -0.1% | -4.2% | +4.1% | +3.6% |
| 30D | +2.0% | -5.8% | +7.8% | +7.3% |
| 3M | -1.1% | -5.2% | +4.2% | +3.5% |
| 6M | +7.8% | +0.1% | +7.6% | +7.3% |
| YTD | +13.4% | +8.2% | +5.2% | +5.5% |
| 1Y | +16.7% | +10.1% | +6.6% | +6.9% |
| 3Y | +62.8% | +69.7% | -6.8% | +1.2% |
| 5Y | +67.5% | +53.4% | +14.2% | +13.2% |
| 10Y | +197.5% | +219.2% | -21.8% | -2.8% |
| All | +234.8% | +259.8% | -25.0% | +4.0% |
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 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