-44.9%
DBI price history and return analytics
+63.7%
-108.6%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | -0.9% | +15.6% | +16.2% |
| 7D | +16.3% | -2.0% | +18.3% | +20.0% |
| 30D | -5.4% | -1.4% | -3.9% | -3.4% |
| 3M | -13.7% | +4.7% | -18.5% | -21.0% |
| 6M | +3.5% | +11.4% | -7.9% | -14.3% |
| YTD | -18.0% | +13.1% | -31.0% | -33.8% |
| 1Y | +32.9% | +19.0% | +13.9% | -0.9% |
| 3Y | -44.7% | +73.9% | -118.6% | -76.4% |
| 5Y | -44.9% | +65.4% | -110.3% | -72.1% |
| All | -44.9% | +63.7% | -108.6% | -72.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling