+609.7%
DBJP price history and return analytics
+345.8%
+264.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -2.2% | -0.1% | -2.0% | -2.0% |
| 30D | -7.1% | -3.1% | -4.1% | -4.6% |
| 3M | -5.5% | -3.5% | -2.0% | -2.6% |
| 6M | +1.3% | +0.5% | +0.8% | +1.1% |
| YTD | +17.2% | +10.8% | +6.4% | +8.0% |
| 1Y | +20.0% | +11.9% | +8.1% | +9.8% |
| 3Y | +92.1% | +73.0% | +19.2% | +24.1% |
| 5Y | +148.4% | +58.6% | +89.8% | +70.7% |
| 10Y | +322.2% | +219.2% | +103.1% | +64.8% |
| All | +609.7% | +345.8% | +264.0% | +151.9% |
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