+98.9%
DBMF price history and return analytics
+144.1%
-45.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.3% |
| 7D | +3.0% | +2.4% | +0.6% | +2.7% |
| 30D | -1.9% | -1.5% | -0.4% | -1.8% |
| 3M | +4.0% | -4.1% | +8.1% | +4.5% |
| 6M | +5.2% | +0.6% | +4.6% | +5.0% |
| YTD | +17.1% | +11.0% | +6.1% | +15.5% |
| 1Y | +19.7% | +13.3% | +6.3% | +17.7% |
| 3Y | +34.2% | +73.4% | -39.2% | +26.7% |
| 5Y | +55.2% | +57.4% | -2.3% | +50.4% |
| All | +98.9% | +144.1% | -45.3% | +84.7% |
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