-38.2%
DCBO vs VT
+96.1%
-134.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.7% | +1.4% | +0.5% |
| 7D | +4.0% | -0.3% | +4.3% | +4.4% |
| 30D | +30.4% | -1.4% | +31.9% | +33.4% |
| 3M | +49.8% | -1.4% | +51.2% | +53.1% |
| 6M | +45.6% | +5.5% | +40.2% | +31.2% |
| YTD | +39.1% | +12.8% | +26.3% | +11.1% |
| 1Y | +25.5% | +15.4% | +10.1% | -3.6% |
| 3Y | -29.0% | +76.9% | -105.9% | -75.1% |
| 5Y | -57.6% | +60.4% | -118.0% | -81.0% |
| All | -38.2% | +96.1% | -134.3% | -80.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling