+90.3%
DBMF price history and return analytics
+152.3%
-62.0%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -1.4% | +1.0% | -2.4% | -1.5% |
| 30D | +0.7% | -0.2% | +1.0% | +0.8% |
| 3M | +1.5% | +4.5% | -3.1% | +0.9% |
| 6M | +2.1% | +14.1% | -12.0% | +0.3% |
| YTD | +12.1% | +14.8% | -2.7% | +10.1% |
| 1Y | +23.8% | +21.2% | +2.6% | +20.9% |
| 3Y | +29.8% | +76.6% | -46.8% | +22.2% |
| 5Y | +52.9% | +66.6% | -13.7% | +46.9% |
| All | +90.3% | +152.3% | -62.0% | +76.0% |
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 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