+62.5%
DBI price history and return analytics
+356.5%
-294.0%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | -0.8% | +2.4% | -3.1% | -3.6% |
| 30D | +7.2% | -1.5% | +8.7% | +9.6% |
| 3M | +4.8% | -4.1% | +8.9% | +10.3% |
| 6M | +1.5% | +0.6% | +0.9% | +0.6% |
| YTD | -11.9% | +11.0% | -23.0% | -22.7% |
| 1Y | +73.6% | +13.3% | +60.2% | +49.2% |
| 3Y | -28.4% | +73.4% | -101.8% | -61.7% |
| 5Y | -51.1% | +57.4% | -108.6% | -69.7% |
| 10Y | -64.1% | +221.7% | -285.8% | -88.0% |
| All | +62.5% | +356.5% | -294.0% | -52.6% |
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