+77.7%
DBO vs VT
+23.3%
+54.3%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +8.1% | +0.4% | +7.6% | +8.6% |
| 30D | +21.4% | +1.0% | +20.5% | +22.7% |
| 3M | +5.3% | +2.4% | +3.0% | +8.5% |
| 6M | +41.9% | +12.0% | +29.9% | +61.6% |
| YTD | +89.4% | +15.3% | +74.1% | +112.8% |
| 1Y | +77.7% | +22.6% | +55.1% | +111.2% |
| All | +77.7% | +23.3% | +54.3% | +111.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling