+32.9%
DBI vs VT
+374.2%
-341.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.2% | +2.2% |
| 7D | -4.2% | +0.4% | -4.6% | -4.7% |
| 30D | -21.1% | +1.0% | -22.1% | -22.2% |
| 3M | -41.8% | +2.4% | -44.2% | -43.6% |
| 6M | -24.2% | +12.0% | -36.2% | -34.2% |
| YTD | -28.0% | +15.3% | -43.3% | -39.7% |
| 1Y | +24.4% | +22.6% | +1.8% | -2.9% |
| 3Y | -47.8% | +74.7% | -122.4% | -72.3% |
| 5Y | -56.7% | +66.1% | -122.9% | -74.9% |
| 10Y | -70.3% | +225.0% | -295.3% | -90.3% |
| All | +32.9% | +374.2% | -341.3% | -63.0% |
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