-27.3%
DB price history and return analytics
+345.0%
-372.3%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.2% | +5.7% |
| 7D | +4.5% | -4.2% | +8.6% | +11.7% |
| 30D | +3.7% | -5.8% | +9.5% | +14.0% |
| 3M | -4.3% | -5.2% | +1.0% | +4.3% |
| 6M | +23.2% | +0.1% | +23.1% | +23.2% |
| YTD | -2.1% | +8.2% | -10.3% | -12.9% |
| 1Y | +3.6% | +10.1% | -6.5% | -10.1% |
| 3Y | +247.8% | +69.7% | +178.2% | +50.1% |
| 5Y | +227.2% | +53.4% | +173.8% | +67.5% |
| 10Y | +264.4% | +219.2% | +45.1% | -45.6% |
| All | -27.3% | +345.0% | -372.3% | -92.1% |
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 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