+22.3%
DBL price history and return analytics
+226.9%
-204.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | -1.3% | -2.0% | +0.7% | -0.6% |
| 30D | -0.5% | -1.4% | +0.9% | 0.0% |
| 3M | +0.1% | +4.7% | -4.6% | -1.5% |
| 6M | +1.0% | +11.4% | -10.3% | -2.7% |
| YTD | -1.9% | +13.1% | -14.9% | -6.0% |
| 1Y | -1.5% | +19.0% | -20.5% | -7.4% |
| 3Y | +27.9% | +73.9% | -46.1% | +4.4% |
| 5Y | +9.4% | +65.4% | -55.9% | -9.5% |
| All | +22.3% | +226.9% | -204.6% | -23.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling