-35.1%
DCBO price history and return analytics
+93.0%
-128.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.4% |
| 7D | +12.0% | +2.4% | +9.7% | +8.3% |
| 30D | +19.6% | -1.5% | +21.1% | +22.2% |
| 3M | +38.6% | -4.1% | +42.7% | +47.8% |
| 6M | +94.6% | +0.6% | +94.0% | +89.9% |
| YTD | +46.2% | +11.0% | +35.2% | +19.6% |
| 1Y | +43.0% | +13.3% | +29.6% | +12.9% |
| 3Y | -31.3% | +73.4% | -104.7% | -75.1% |
| 5Y | -55.5% | +57.4% | -112.9% | -79.5% |
| All | -35.1% | +93.0% | -128.1% | -79.0% |
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