-28.8%
DCBO vs VT
+76.6%
-105.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +1.2% |
| 7D | +4.0% | -0.3% | +4.3% | +4.3% |
| 30D | +30.4% | -1.4% | +31.9% | +32.6% |
| 3M | +49.8% | -1.4% | +51.2% | +52.3% |
| 6M | +45.6% | +5.5% | +40.2% | +35.1% |
| YTD | +39.1% | +12.8% | +26.3% | +17.5% |
| 1Y | +25.5% | +15.4% | +10.1% | +2.7% |
| All | -28.8% | +76.6% | -105.3% | -73.0% |
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 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