+82.8%
DBO vs VT
+53.4%
+29.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.6% |
| 7D | -11.4% | -2.3% | -9.1% | -11.0% |
| 30D | +2.0% | -5.0% | +6.9% | +2.9% |
| 3M | +22.0% | -4.9% | +26.9% | +23.0% |
| 6M | +13.0% | -1.5% | +14.6% | +12.6% |
| YTD | +96.7% | +8.5% | +88.2% | +88.7% |
| 1Y | +92.1% | +11.4% | +80.7% | +82.0% |
| 3Y | +64.8% | +70.1% | -5.3% | +29.0% |
| All | +82.8% | +53.4% | +29.4% | +67.0% |
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