+226.1%
DBD price history and return analytics
+75.8%
+150.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -1.7% |
| 7D | +0.6% | +1.0% | -0.4% | -0.5% |
| 30D | -11.0% | -0.2% | -10.8% | -10.7% |
| 3M | -17.5% | +4.5% | -22.0% | -21.7% |
| 6M | -13.5% | +14.1% | -27.6% | -26.4% |
| YTD | -1.2% | +14.8% | -16.0% | -16.8% |
| 1Y | +10.2% | +21.2% | -11.0% | -13.2% |
| 3Y | +275.6% | +76.6% | +199.0% | +92.3% |
| All | +226.1% | +75.8% | +150.3% | +69.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling