-83.1%
DIBS price history and return analytics
+72.9%
-156.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +7.8% | +0.4% | +7.4% | +7.4% |
| 30D | -2.4% | +1.0% | -3.4% | -3.4% |
| 3M | +13.7% | +2.4% | +11.3% | +10.5% |
| 6M | -15.6% | +12.0% | -27.6% | -25.9% |
| YTD | -19.7% | +15.3% | -35.0% | -32.0% |
| 1Y | +74.3% | +22.6% | +51.7% | +38.5% |
| 3Y | +7.1% | +74.7% | -67.5% | -44.3% |
| 5Y | -73.7% | +66.1% | -139.9% | -85.3% |
| All | -83.1% | +72.9% | -156.0% | -90.3% |
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 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