+63.8%
DBI vs VT
+346.0%
-282.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.6% |
| 7D | -4.6% | -2.3% | -2.3% | -1.3% |
| 30D | +9.2% | -5.0% | +14.1% | +16.6% |
| 3M | -2.1% | -4.9% | +2.8% | +4.1% |
| 6M | -7.6% | -1.5% | -6.0% | -6.0% |
| YTD | -11.2% | +8.5% | -19.7% | -19.8% |
| 1Y | +67.1% | +11.4% | +55.7% | +46.8% |
| 3Y | -33.7% | +70.1% | -103.8% | -63.6% |
| 5Y | -50.7% | +53.7% | -104.4% | -68.5% |
| 10Y | -58.0% | +220.0% | -277.9% | -85.8% |
| All | +63.8% | +346.0% | -282.3% | -50.9% |
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