+72.4%
DBO price history and return analytics
+57.4%
+15.0%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.6% | -6.3% | -4.1% |
| 7D | -8.1% | +0.4% | -8.5% | -8.3% |
| 30D | -4.2% | -2.6% | -1.6% | -3.8% |
| 3M | +18.0% | -3.2% | +21.3% | +18.6% |
| 6M | +8.4% | +0.9% | +7.4% | +7.5% |
| YTD | +89.5% | +11.3% | +78.2% | +80.9% |
| 1Y | +83.9% | +14.0% | +69.9% | +73.6% |
| 3Y | +69.2% | +75.8% | -6.6% | +31.3% |
| 5Y | +72.4% | +57.8% | +14.6% | +55.7% |
| All | +72.4% | +57.4% | +15.0% | +55.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling