+235.4%
DB price history and return analytics
+69.7%
+165.6%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.6% | -4.7% |
| 7D | +3.6% | -2.3% | +5.9% | +6.8% |
| 30D | +3.8% | -5.0% | +8.8% | +11.3% |
| 3M | -7.4% | -4.9% | -2.5% | -0.8% |
| 6M | +12.8% | -1.5% | +14.3% | +15.4% |
| YTD | -6.4% | +8.5% | -14.8% | -15.3% |
| 1Y | -0.2% | +11.4% | -11.6% | -12.5% |
| 3Y | +235.4% | +70.1% | +165.3% | +80.1% |
| All | +235.4% | +69.7% | +165.6% | +80.1% |
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 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