+148.0%
DBEM price history and return analytics
+222.7%
-74.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +1.2% | -0.1% | +1.3% | +1.3% |
| 30D | +3.3% | -0.7% | +4.0% | +3.9% |
| 3M | +1.4% | +4.0% | -2.6% | -1.6% |
| 6M | +15.5% | +12.3% | +3.2% | +6.0% |
| YTD | +25.8% | +14.0% | +11.8% | +14.2% |
| 1Y | +37.7% | +20.3% | +17.4% | +19.9% |
| 3Y | +89.7% | +75.4% | +14.3% | +23.1% |
| 5Y | +58.9% | +66.0% | -7.1% | +7.0% |
| 10Y | +148.0% | +228.2% | -80.2% | -6.8% |
| All | +148.0% | +222.7% | -74.6% | -6.8% |
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 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