+63.7%
DBO vs VT
+69.4%
-5.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.1% | +5.3% | +1.0% |
| 7D | -11.4% | -4.2% | -7.3% | -11.6% |
| 30D | +0.8% | -5.8% | +6.6% | +0.6% |
| 3M | +25.3% | -5.2% | +30.5% | +25.0% |
| 6M | +5.0% | +0.1% | +4.8% | +4.0% |
| YTD | +95.4% | +8.2% | +87.2% | +89.0% |
| 1Y | +90.5% | +10.1% | +80.4% | +82.6% |
| All | +63.7% | +69.4% | -5.6% | +18.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling