+260.3%
DB price history and return analytics
+74.4%
+185.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.5% | +1.9% | +2.1% |
| 7D | +9.0% | -0.1% | +9.2% | +9.1% |
| 30D | +10.2% | -3.1% | +13.2% | +15.0% |
| 3M | -3.1% | -3.5% | +0.4% | +1.9% |
| 6M | +19.9% | +0.5% | +19.4% | +19.4% |
| YTD | -0.3% | +10.8% | -11.1% | -12.4% |
| 1Y | +1.6% | +11.9% | -10.2% | -11.7% |
| 3Y | +260.3% | +73.0% | +187.3% | +89.5% |
| All | +260.3% | +74.4% | +185.8% | +89.5% |
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 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