-33.7%
DBI vs VT
+69.7%
-103.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.7% |
| 7D | -4.6% | -2.3% | -2.3% | 0.0% |
| 30D | +9.2% | -5.0% | +14.1% | +19.6% |
| 3M | -2.1% | -4.9% | +2.8% | +6.5% |
| 6M | -7.6% | -1.5% | -6.0% | -6.1% |
| YTD | -11.2% | +8.5% | -19.7% | -25.6% |
| 1Y | +67.1% | +11.4% | +55.7% | +33.6% |
| 3Y | -33.7% | +70.1% | -103.8% | -81.8% |
| All | -33.7% | +69.7% | -103.4% | -81.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling