+73.6%
DBE price history and return analytics
+76.6%
-3.0%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.7% |
| 7D | +2.7% | +1.0% | +1.7% | +2.9% |
| 30D | +20.9% | -0.2% | +21.1% | +20.8% |
| 3M | +14.1% | +4.5% | +9.5% | +14.9% |
| 6M | +38.6% | +14.1% | +24.6% | +40.3% |
| YTD | +103.6% | +14.8% | +88.8% | +105.2% |
| 1Y | +96.3% | +21.2% | +75.1% | +95.0% |
| 3Y | +73.6% | +76.6% | -2.9% | +62.9% |
| All | +73.6% | +76.6% | -3.0% | +62.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling