+183.3%
DBD price history and return analytics
+66.2%
+117.1%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.4% |
| 7D | +5.8% | -2.3% | +8.2% | +8.5% |
| 30D | -10.4% | -5.0% | -5.5% | -5.1% |
| 3M | -21.8% | -4.9% | -17.0% | -17.3% |
| 6M | -26.7% | -1.5% | -25.2% | -25.6% |
| YTD | -14.2% | +8.5% | -22.7% | -23.0% |
| 1Y | -11.2% | +11.4% | -22.5% | -22.9% |
| 3Y | +204.3% | +70.1% | +134.2% | +62.9% |
| All | +183.3% | +66.2% | +117.1% | +56.8% |
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