+9.2%
DBND vs VT
+65.3%
-56.1%
-9.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +0.5% |
| 7D | +0.4% | -4.2% | +4.6% | +0.7% |
| 30D | +1.9% | -5.8% | +7.7% | +2.3% |
| 3M | -1.4% | -5.2% | +3.8% | -1.1% |
| 6M | -1.4% | +0.1% | -1.5% | -1.4% |
| YTD | -1.6% | +8.2% | -9.8% | -2.2% |
| 1Y | -0.6% | +10.1% | -10.7% | -1.3% |
| 3Y | +15.6% | +69.7% | -54.0% | +11.2% |
| All | +9.2% | +65.3% | -56.1% | +4.5% |
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