+21.8%
DBI vs VT
+23.4%
-1.6%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.0% | -2.9% | -3.4% |
| 7D | -5.9% | +0.1% | -6.0% | -6.0% |
| 30D | -22.1% | +0.8% | -22.9% | -23.1% |
| 3M | -40.5% | +2.8% | -43.2% | -42.6% |
| 6M | -24.7% | +13.0% | -37.7% | -37.6% |
| YTD | -29.5% | +15.4% | -44.8% | -44.5% |
| All | +21.8% | +23.4% | -1.6% | -0.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling