-45.9%
DBO price history and return analytics
+346.0%
-391.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.4% | +0.5% |
| 7D | -11.4% | -2.3% | -9.1% | -10.3% |
| 30D | +2.0% | -5.0% | +6.9% | +4.9% |
| 3M | +22.0% | -4.9% | +26.9% | +25.1% |
| 6M | +13.0% | -1.5% | +14.6% | +12.5% |
| YTD | +96.7% | +8.5% | +88.2% | +81.7% |
| 1Y | +92.1% | +11.4% | +80.7% | +74.2% |
| 3Y | +64.8% | +70.1% | -5.3% | +11.3% |
| 5Y | +84.5% | +53.7% | +30.8% | +31.2% |
| 10Y | +247.0% | +220.0% | +27.1% | +46.2% |
| All | -45.9% | +346.0% | -391.9% | -84.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling