+225.3%
DBO price history and return analytics
+217.6%
+7.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.0% |
| 7D | -10.5% | -0.1% | -10.4% | -10.6% |
| 30D | -5.4% | -3.1% | -2.3% | -4.2% |
| 3M | +9.5% | -3.5% | +13.0% | +10.8% |
| 6M | +7.0% | +0.5% | +6.6% | +5.5% |
| YTD | +87.1% | +10.8% | +76.4% | +73.0% |
| 1Y | +80.9% | +11.9% | +69.0% | +66.2% |
| 3Y | +63.6% | +73.0% | -9.4% | +13.9% |
| 5Y | +76.0% | +58.6% | +17.4% | +28.4% |
| 10Y | +225.3% | +219.2% | +6.1% | +61.0% |
| All | +225.3% | +217.6% | +7.7% | +61.0% |
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