+31.4%
DBI price history and return analytics
+371.8%
-340.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.5% |
| 7D | -0.4% | +1.0% | -1.4% | -1.7% |
| 30D | -20.6% | -0.2% | -20.4% | -20.4% |
| 3M | -41.0% | +4.5% | -45.5% | -44.4% |
| 6M | -14.1% | +14.1% | -28.2% | -27.2% |
| YTD | -28.8% | +14.8% | -43.6% | -40.0% |
| 1Y | +30.1% | +21.2% | +8.9% | +3.1% |
| 3Y | -52.0% | +76.6% | -128.5% | -74.8% |
| 5Y | -53.9% | +66.6% | -120.5% | -73.3% |
| 10Y | -71.9% | +222.3% | -294.2% | -90.7% |
| All | +31.4% | +371.8% | -340.4% | -63.2% |
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