+138.0%
DBEM price history and return analytics
+222.7%
-84.6%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.6% |
| 7D | +5.0% | +2.9% | +2.1% | +2.6% |
| 30D | -5.8% | -2.5% | -3.3% | -3.8% |
| 3M | -8.0% | -3.3% | -4.7% | -5.3% |
| 6M | -7.2% | +1.5% | -8.7% | -7.8% |
| YTD | +14.4% | +11.4% | +3.0% | +6.0% |
| 1Y | +14.2% | +11.9% | +2.3% | +5.4% |
| 3Y | +74.2% | +73.9% | +0.3% | +14.3% |
| 5Y | +44.8% | +57.9% | -13.1% | +1.8% |
| All | +138.0% | +222.7% | -84.6% | -4.9% |
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