+43.1%
DLB price history and return analytics
+221.4%
-178.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +1.1% |
| 7D | +1.4% | +1.0% | +0.4% | +0.5% |
| 30D | +1.5% | -0.2% | +1.7% | +1.7% |
| 3M | +16.1% | +4.5% | +11.5% | +10.9% |
| 6M | -3.4% | +14.1% | -17.4% | -15.4% |
| YTD | -1.2% | +14.8% | -16.0% | -14.2% |
| 1Y | -13.0% | +21.2% | -34.2% | -28.4% |
| 3Y | -21.2% | +76.6% | -97.7% | -55.5% |
| 5Y | -28.3% | +66.6% | -94.9% | -57.2% |
| 10Y | +43.1% | +222.3% | -179.2% | -56.6% |
| All | +43.1% | +221.4% | -178.4% | -56.6% |
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