-62.0%
DCBO price history and return analytics
+53.4%
-115.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.2% | -4.9% | -5.1% |
| 7D | -2.4% | -2.3% | 0.0% | +1.0% |
| 30D | +21.3% | -5.0% | +26.3% | +30.8% |
| 3M | +41.5% | -4.9% | +46.3% | +52.4% |
| 6M | +45.0% | -1.5% | +46.5% | +45.8% |
| YTD | +30.5% | +8.5% | +22.0% | +10.5% |
| 1Y | +18.9% | +11.4% | +7.6% | -3.8% |
| 3Y | -33.2% | +70.1% | -103.3% | -75.4% |
| All | -62.0% | +53.4% | -115.3% | -81.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling