+83.2%
DBL price history and return analytics
+370.2%
-287.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.6% |
| 7D | -2.6% | +2.9% | -5.5% | -3.3% |
| 30D | -1.0% | -2.5% | +1.5% | -0.3% |
| 3M | -4.8% | -3.3% | -1.5% | -4.0% |
| 6M | -4.2% | +1.5% | -5.7% | -4.7% |
| YTD | -6.4% | +11.4% | -17.8% | -9.4% |
| 1Y | -6.6% | +11.9% | -18.5% | -9.7% |
| 3Y | +21.5% | +73.9% | -52.3% | +2.9% |
| 5Y | +5.4% | +57.9% | -52.5% | -8.8% |
| 10Y | +31.0% | +222.6% | -191.6% | -7.5% |
| All | +83.2% | +370.2% | -287.0% | +19.9% |
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