+241.6%
DBEZ vs VT
+229.9%
+11.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.3% | +2.1% |
| 7D | -0.5% | -4.2% | +3.7% | +3.6% |
| 30D | -0.7% | -5.8% | +5.1% | +5.0% |
| 3M | -3.6% | -5.2% | +1.6% | +1.3% |
| 6M | +5.5% | +0.1% | +5.4% | +5.2% |
| YTD | +11.5% | +8.2% | +3.3% | +3.2% |
| 1Y | +14.4% | +10.1% | +4.2% | +4.1% |
| 3Y | +67.7% | +69.7% | -2.0% | +0.1% |
| 5Y | +66.6% | +53.4% | +13.2% | +9.3% |
| 10Y | +210.5% | +219.2% | -8.7% | -6.8% |
| All | +241.6% | +229.9% | +11.6% | +0.7% |
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