+33.6%
DCBO price history and return analytics
+12.5%
+21.1%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.4% |
| 7D | +5.3% | -0.1% | +5.5% | +5.3% |
| 30D | +23.9% | -3.1% | +26.9% | +25.7% |
| 3M | +34.8% | -3.5% | +38.2% | +37.1% |
| 6M | +48.8% | +0.5% | +48.3% | +48.7% |
| YTD | +42.1% | +10.8% | +31.3% | +26.2% |
| 1Y | +33.6% | +11.9% | +21.7% | +16.6% |
| All | +33.6% | +12.5% | +21.1% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling