+66.9%
DBVT price history and return analytics
+53.4%
+13.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.2% | +6.4% | +6.4% |
| 7D | +10.1% | -2.3% | +12.4% | +12.2% |
| 30D | +7.0% | -5.0% | +11.9% | +11.8% |
| 3M | -23.9% | -4.9% | -19.1% | -20.6% |
| 6M | -48.0% | -1.5% | -46.5% | -47.4% |
| YTD | -45.5% | +8.5% | -54.0% | -49.1% |
| 1Y | -25.6% | +11.4% | -36.9% | -32.2% |
| 3Y | +422.5% | +70.1% | +352.4% | +248.3% |
| All | +66.9% | +53.4% | +13.5% | +20.4% |
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 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