+129.4%
DBEM price history and return analytics
+217.6%
-88.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.8% | -0.1% | -0.6% | -0.6% |
| 30D | -8.5% | -3.1% | -5.4% | -6.1% |
| 3M | -7.4% | -3.5% | -3.9% | -4.5% |
| 6M | -10.1% | +0.5% | -10.5% | -9.9% |
| YTD | +12.9% | +10.8% | +2.1% | +5.0% |
| 1Y | +12.8% | +11.9% | +0.9% | +4.1% |
| 3Y | +71.9% | +73.0% | -1.1% | +13.2% |
| 5Y | +45.5% | +58.6% | -13.2% | +1.9% |
| 10Y | +129.4% | +219.2% | -89.8% | -8.9% |
| All | +129.4% | +217.6% | -88.3% | -8.9% |
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 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