+136.4%
DBEM price history and return analytics
+221.8%
-85.4%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.5% |
| 7D | +1.7% | +2.4% | -0.6% | -0.2% |
| 30D | -5.0% | -1.5% | -3.5% | -3.7% |
| 3M | -8.8% | -4.1% | -4.7% | -5.5% |
| 6M | -9.6% | +0.6% | -10.2% | -9.5% |
| YTD | +13.6% | +11.0% | +2.5% | +5.5% |
| 1Y | +14.7% | +13.3% | +1.4% | +4.8% |
| 3Y | +72.8% | +73.4% | -0.6% | +13.6% |
| 5Y | +43.8% | +57.4% | -13.6% | +1.4% |
| All | +136.4% | +221.8% | -85.4% | -5.3% |
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