+49.3%
DBMF vs VT
+53.2%
-3.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.1% | +2.8% | -1.2% |
| 7D | -5.0% | -4.2% | -0.8% | -4.8% |
| 30D | -5.9% | -5.8% | -0.1% | -5.7% |
| 3M | +1.7% | -5.2% | +6.9% | +1.9% |
| 6M | +2.1% | +0.1% | +1.9% | +2.1% |
| YTD | +12.3% | +8.2% | +4.0% | +12.1% |
| 1Y | +16.4% | +10.1% | +6.3% | +16.2% |
| 3Y | +30.2% | +69.7% | -39.5% | +35.2% |
| 5Y | +49.3% | +53.4% | -4.1% | +64.9% |
| All | +49.3% | +53.2% | -3.9% | +64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling