+241.0%
DBEU price history and return analytics
+268.2%
-27.3%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | +3.1% | -0.1% | +3.3% | +3.2% |
| 30D | +4.2% | -3.1% | +7.2% | +6.9% |
| 3M | +0.3% | -3.5% | +3.8% | +3.3% |
| 6M | +9.0% | +0.5% | +8.5% | +8.2% |
| YTD | +15.5% | +10.8% | +4.7% | +5.3% |
| 1Y | +18.2% | +11.9% | +6.3% | +6.8% |
| 3Y | +64.5% | +73.0% | -8.5% | +0.6% |
| 5Y | +71.1% | +58.6% | +12.5% | +12.2% |
| 10Y | +192.7% | +219.2% | -26.5% | -4.0% |
| All | +241.0% | +268.2% | -27.3% | +3.8% |
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 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