+251.5%
DBP price history and return analytics
+374.2%
-122.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | -0.5% | +0.4% | -0.9% | -0.5% |
| 30D | +4.7% | +1.0% | +3.8% | +4.6% |
| 3M | -3.2% | +2.4% | -5.6% | -3.6% |
| 6M | -15.1% | +12.0% | -27.1% | -16.8% |
| YTD | -0.3% | +15.3% | -15.6% | -2.7% |
| 1Y | +28.6% | +22.6% | +6.0% | +24.3% |
| 3Y | +127.7% | +74.7% | +53.0% | +107.1% |
| 5Y | +130.7% | +66.1% | +64.6% | +110.3% |
| 10Y | +189.1% | +225.0% | -35.9% | +135.3% |
| All | +251.5% | +374.2% | -122.7% | +117.3% |
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 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