-45.0%
DBI vs VT
+75.0%
-120.0%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | -4.2% | +0.4% | -4.6% | -5.0% |
| 30D | -21.1% | +1.0% | -22.1% | -22.7% |
| 3M | -41.8% | +2.4% | -44.2% | -44.5% |
| 6M | -24.2% | +12.0% | -36.2% | -39.1% |
| YTD | -28.0% | +15.3% | -43.3% | -45.6% |
| 1Y | +24.4% | +22.6% | +1.8% | -16.3% |
| All | -45.0% | +75.0% | -120.0% | -81.7% |
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 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