-79.7%
DIBS price history and return analytics
+66.9%
-146.6%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -6.4% |
| 7D | +10.9% | +0.4% | +10.6% | +9.9% |
| 30D | +53.2% | -2.6% | +55.8% | +56.3% |
| 3M | +14.0% | -3.2% | +17.2% | +17.2% |
| 6M | +35.3% | +0.9% | +34.3% | +32.3% |
| YTD | -3.3% | +11.3% | -14.6% | -15.6% |
| 1Y | +44.0% | +14.0% | +30.0% | +22.5% |
| 3Y | +28.5% | +75.8% | -47.3% | -34.7% |
| 5Y | -60.4% | +57.8% | -118.2% | -76.2% |
| All | -79.7% | +66.9% | -146.6% | -88.0% |
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