+166.6%
DBP vs VT
+215.5%
-48.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.7% |
| 7D | +4.9% | -2.3% | +7.3% | +5.5% |
| 30D | -3.5% | -5.0% | +1.5% | -2.2% |
| 3M | -7.1% | -4.9% | -2.2% | -5.8% |
| 6M | -18.5% | -1.5% | -17.0% | -18.1% |
| YTD | -11.7% | +8.5% | -20.2% | -13.0% |
| 1Y | +1.7% | +11.4% | -9.7% | -0.2% |
| 3Y | +100.6% | +70.1% | +30.6% | +82.4% |
| 5Y | +106.7% | +53.7% | +53.0% | +88.9% |
| All | +166.6% | +215.5% | -48.9% | +109.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling