+89.4%
DBL price history and return analytics
+370.0%
-280.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.6% | -2.3% | -0.4% |
| 7D | +1.0% | +0.4% | +0.7% | +0.9% |
| 30D | +2.9% | -2.6% | +5.5% | +3.6% |
| 3M | -1.1% | -3.2% | +2.1% | -0.3% |
| 6M | -1.6% | +0.9% | -2.5% | -2.0% |
| YTD | -3.2% | +11.3% | -14.5% | -6.3% |
| 1Y | -3.3% | +14.0% | -17.3% | -7.1% |
| 3Y | +25.2% | +75.8% | -50.6% | +5.6% |
| 5Y | +8.1% | +57.8% | -49.8% | -6.4% |
| 10Y | +35.9% | +219.8% | -183.9% | -3.9% |
| All | +89.4% | +370.0% | -280.5% | +24.0% |
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