-52.6%
DCBO price history and return analytics
+98.2%
-150.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +1.5% |
| 7D | -5.3% | -0.1% | -5.2% | -5.1% |
| 30D | +1.2% | -0.7% | +1.9% | +2.4% |
| 3M | +33.0% | +4.0% | +29.0% | +23.4% |
| 6M | +25.0% | +12.3% | +12.7% | +1.9% |
| YTD | +6.7% | +14.0% | -7.3% | -16.1% |
| 1Y | -23.5% | +20.3% | -43.8% | -45.2% |
| 3Y | -41.3% | +75.4% | -116.7% | -78.9% |
| 5Y | -71.9% | +66.0% | -137.8% | -88.1% |
| All | -52.6% | +98.2% | -150.8% | -85.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling