-58.1%
DCBO vs VT
+53.2%
-111.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.5% | +4.7% |
| 7D | +3.2% | -4.2% | +7.3% | +9.8% |
| 30D | +26.1% | -5.8% | +31.9% | +37.9% |
| 3M | +49.3% | -5.2% | +54.6% | +61.9% |
| 6M | +49.5% | +0.1% | +49.4% | +46.0% |
| YTD | +36.9% | +8.2% | +28.7% | +16.4% |
| 1Y | +20.7% | +10.1% | +10.6% | -0.4% |
| 3Y | -30.1% | +69.7% | -99.8% | -74.2% |
| 5Y | -58.1% | +53.4% | -111.5% | -79.1% |
| All | -58.1% | +53.2% | -111.3% | -79.1% |
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