+235.8%
DIVB price history and return analytics
+167.5%
+68.4%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.1% |
| 7D | -1.4% | +1.0% | -2.4% | -2.3% |
| 30D | +0.9% | -0.2% | +1.1% | +1.1% |
| 3M | +11.3% | +4.5% | +6.8% | +6.5% |
| 6M | +25.2% | +14.1% | +11.1% | +10.2% |
| YTD | +29.2% | +14.8% | +14.5% | +13.1% |
| 1Y | +35.0% | +21.2% | +13.8% | +12.2% |
| 3Y | +91.0% | +76.6% | +14.4% | +10.5% |
| 5Y | +89.7% | +66.6% | +23.1% | +15.6% |
| All | +235.8% | +167.5% | +68.4% | +32.9% |
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