+37.7%
DBB price history and return analytics
+53.2%
-15.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.1% | +2.4% | +0.3% |
| 7D | -2.8% | -4.2% | +1.4% | -0.8% |
| 30D | -3.1% | -5.8% | +2.7% | -0.3% |
| 3M | -4.6% | -5.2% | +0.6% | -2.1% |
| 6M | -2.6% | +0.1% | -2.7% | -2.7% |
| YTD | +6.4% | +8.2% | -1.9% | +2.5% |
| 1Y | +16.1% | +10.1% | +6.0% | +11.1% |
| 3Y | +52.1% | +69.7% | -17.6% | +20.0% |
| 5Y | +37.7% | +53.4% | -15.7% | +12.4% |
| All | +37.7% | +53.2% | -15.5% | +12.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling