-17.4%
DBE price history and return analytics
+346.0%
-363.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +0.9% |
| 7D | -10.3% | -2.3% | -8.0% | -9.3% |
| 30D | -0.9% | -5.0% | +4.1% | +1.6% |
| 3M | +23.9% | -4.9% | +28.8% | +26.6% |
| 6M | +18.2% | -1.5% | +19.7% | +17.8% |
| YTD | +109.5% | +8.5% | +101.0% | +95.2% |
| 1Y | +97.8% | +11.4% | +86.4% | +81.4% |
| 3Y | +87.1% | +70.1% | +17.0% | +31.7% |
| 5Y | +134.6% | +53.7% | +80.9% | +72.9% |
| 10Y | +271.3% | +220.0% | +51.4% | +71.5% |
| All | -17.4% | +346.0% | -363.4% | -74.4% |
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 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