-21.0%
DLB price history and return analytics
+57.4%
-78.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.6% | -2.7% | -2.1% |
| 7D | +2.4% | +0.4% | +2.0% | +1.9% |
| 30D | +10.3% | -2.6% | +12.9% | +12.4% |
| 3M | +5.5% | -3.2% | +8.7% | +8.1% |
| 6M | +12.8% | +0.9% | +11.8% | +11.4% |
| YTD | +2.7% | +11.3% | -8.6% | -6.9% |
| 1Y | +1.8% | +14.0% | -12.2% | -9.6% |
| 3Y | -20.0% | +75.8% | -95.9% | -50.9% |
| 5Y | -21.0% | +57.8% | -78.9% | -47.5% |
| All | -21.0% | +57.4% | -78.4% | -47.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling