+250.4%
DIVB price history and return analytics
+152.8%
+97.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.4% | -1.3% |
| 7D | -1.3% | -2.3% | +1.0% | +0.7% |
| 30D | +8.1% | -5.0% | +13.0% | +12.8% |
| 3M | +6.0% | -4.9% | +10.9% | +10.5% |
| 6M | +22.7% | -1.5% | +24.2% | +23.4% |
| YTD | +34.8% | +8.5% | +26.3% | +23.7% |
| 1Y | +40.4% | +11.4% | +29.0% | +25.6% |
| 3Y | +104.5% | +70.1% | +34.4% | +21.8% |
| 5Y | +91.0% | +53.7% | +37.3% | +25.0% |
| All | +250.4% | +152.8% | +97.5% | +45.4% |
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