-17.5%
DB price history and return analytics
+374.2%
-391.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.5% | -0.5% |
| 7D | +2.4% | +0.4% | +2.0% | +1.7% |
| 30D | +8.6% | +1.0% | +7.7% | +7.0% |
| 3M | +28.4% | +2.4% | +26.0% | +23.6% |
| 6M | +28.4% | +12.0% | +16.4% | +7.9% |
| YTD | +11.1% | +15.3% | -4.2% | -10.7% |
| 1Y | +21.3% | +22.6% | -1.3% | -11.5% |
| 3Y | +316.1% | +74.7% | +241.4% | +71.2% |
| 5Y | +280.2% | +66.1% | +214.0% | +71.6% |
| 10Y | +273.2% | +225.0% | +48.2% | -45.4% |
| All | -17.5% | +374.2% | -391.7% | -91.9% |
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 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