-18.9%
DTB vs VT
+118.5%
-137.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -0.8% | -0.1% | -0.7% | -0.8% |
| 30D | -4.2% | -0.7% | -3.5% | -3.9% |
| 3M | -6.7% | +4.0% | -10.7% | -8.2% |
| 6M | -7.4% | +12.3% | -19.7% | -11.5% |
| YTD | -5.9% | +14.0% | -20.0% | -10.7% |
| 1Y | -10.7% | +20.3% | -31.0% | -17.1% |
| 3Y | -8.1% | +75.4% | -83.6% | -27.4% |
| 5Y | -21.8% | +66.0% | -87.7% | -38.9% |
| All | -18.9% | +118.5% | -137.4% | -38.9% |
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