+213.3%
DBO price history and return analytics
+221.4%
-8.2%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.2% |
| 7D | +3.4% | +1.0% | +2.4% | +2.9% |
| 30D | +21.4% | -0.2% | +21.7% | +21.5% |
| 3M | +8.4% | +4.5% | +3.8% | +5.4% |
| 6M | +30.3% | +14.1% | +16.2% | +19.6% |
| YTD | +95.0% | +14.8% | +80.2% | +77.9% |
| 1Y | +84.8% | +21.2% | +63.6% | +63.0% |
| 3Y | +56.3% | +76.6% | -20.3% | +7.8% |
| 5Y | +114.7% | +66.6% | +48.1% | +52.7% |
| 10Y | +213.3% | +222.3% | -9.0% | +39.3% |
| All | +213.3% | +221.4% | -8.2% | +39.3% |
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