-78.9%
DIBS price history and return analytics
+62.6%
-141.5%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.6% |
| 7D | +21.9% | -2.3% | +24.2% | +24.2% |
| 30D | +53.6% | -5.0% | +58.5% | +60.7% |
| 3M | +21.4% | -4.9% | +26.2% | +27.0% |
| 6M | +36.2% | -1.5% | +37.7% | +36.5% |
| YTD | +0.5% | +8.5% | -8.0% | -9.9% |
| 1Y | +73.0% | +11.4% | +61.6% | +50.8% |
| 3Y | +41.3% | +70.1% | -28.8% | -25.5% |
| 5Y | -63.2% | +53.7% | -116.9% | -77.2% |
| All | -78.9% | +62.6% | -141.5% | -87.2% |
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