-40.0%
DCBO price history and return analytics
+77.9%
-117.9%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | 0.0% | -2.8% | -2.8% |
| 7D | -3.2% | +0.4% | -3.7% | -3.7% |
| 30D | +21.7% | +1.0% | +20.7% | +20.4% |
| 3M | +39.8% | +2.4% | +37.4% | +35.2% |
| 6M | +33.2% | +12.0% | +21.2% | +14.2% |
| YTD | +11.6% | +15.3% | -3.8% | -8.8% |
| 1Y | -20.5% | +22.6% | -43.0% | -40.3% |
| All | -40.0% | +77.9% | -117.9% | -76.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling