-57.2%
DIBS price history and return analytics
+57.0%
-114.3%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.6% |
| 7D | -5.0% | +2.4% | -7.3% | -7.3% |
| 30D | +44.8% | -1.5% | +46.3% | +46.0% |
| 3M | +18.2% | -4.1% | +22.3% | +22.5% |
| 6M | +25.7% | +0.6% | +25.2% | +23.4% |
| YTD | -4.5% | +11.0% | -15.5% | -16.5% |
| 1Y | +21.2% | +13.3% | +7.8% | +3.5% |
| 3Y | +18.7% | +73.4% | -54.7% | -38.9% |
| All | -57.2% | +57.0% | -114.3% | -73.3% |
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