-34.2%
DCBO price history and return analytics
+94.8%
-128.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.1% | +3.2% | +2.5% |
| 7D | +6.5% | -0.7% | +7.2% | +7.6% |
| 30D | +28.5% | -1.7% | +30.3% | +31.9% |
| 3M | +42.7% | -2.3% | +45.0% | +47.8% |
| 6M | +72.0% | +1.5% | +70.5% | +65.4% |
| YTD | +48.2% | +12.0% | +36.2% | +19.5% |
| 1Y | +39.6% | +12.9% | +26.8% | +11.2% |
| 3Y | -27.9% | +74.9% | -102.9% | -74.3% |
| 5Y | -53.0% | +59.9% | -112.9% | -78.9% |
| All | -34.2% | +94.8% | -128.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling