-78.6%
DBVT price history and return analytics
+231.6%
-310.2%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -4.1% | +2.7% | +2.2% |
| 7D | -4.8% | -4.2% | -0.6% | -1.2% |
| 30D | -1.8% | -5.8% | +4.0% | +3.5% |
| 3M | -31.2% | -5.2% | -25.9% | -27.9% |
| 6M | -49.7% | +0.1% | -49.8% | -49.9% |
| YTD | -48.9% | +8.2% | -57.1% | -52.3% |
| 1Y | -30.5% | +10.1% | -40.6% | -36.2% |
| 3Y | +375.7% | +69.7% | +306.1% | +199.4% |
| 5Y | +62.8% | +53.4% | +9.4% | +10.9% |
| 10Y | -85.9% | +219.2% | -305.1% | -95.3% |
| All | -78.6% | +231.6% | -310.2% | -93.8% |
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