+68.9%
DIBS price history and return analytics
+21.4%
+47.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.4% |
| 7D | +7.3% | +1.0% | +6.2% | +6.7% |
| 30D | -6.9% | -0.2% | -6.7% | -6.8% |
| 3M | +18.0% | +4.5% | +13.4% | +14.6% |
| 6M | -15.5% | +14.1% | -29.6% | -24.7% |
| YTD | -21.0% | +14.8% | -35.8% | -31.4% |
| 1Y | +68.9% | +21.2% | +47.7% | +38.7% |
| All | +68.9% | +21.4% | +47.5% | +38.7% |
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 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