+171.2%
DBE price history and return analytics
+65.7%
+105.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.4% |
| 7D | +5.0% | -0.1% | +5.2% | +5.0% |
| 30D | +16.7% | -0.7% | +17.4% | +16.8% |
| 3M | +18.8% | +4.0% | +14.8% | +18.0% |
| 6M | +45.9% | +12.3% | +33.6% | +42.1% |
| YTD | +108.2% | +14.0% | +94.2% | +101.4% |
| 1Y | +99.5% | +20.3% | +79.2% | +89.3% |
| 3Y | +77.6% | +75.4% | +2.2% | +45.5% |
| 5Y | +171.2% | +66.0% | +105.2% | +136.1% |
| All | +171.2% | +65.7% | +105.5% | +136.1% |
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