+99.8%
DBEM price history and return analytics
+336.5%
-236.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.3% |
| 7D | -1.6% | -2.3% | +0.8% | +0.3% |
| 30D | -10.7% | -5.0% | -5.7% | -7.1% |
| 3M | -8.3% | -4.9% | -3.4% | -4.6% |
| 6M | -10.6% | -1.5% | -9.1% | -9.0% |
| YTD | +11.6% | +8.5% | +3.1% | +6.0% |
| 1Y | +13.0% | +11.4% | +1.6% | +5.2% |
| 3Y | +69.5% | +70.1% | -0.6% | +15.7% |
| 5Y | +44.5% | +53.7% | -9.2% | +5.6% |
| 10Y | +127.1% | +220.0% | -92.9% | -1.1% |
| All | +99.8% | +336.5% | -236.7% | -25.4% |
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