-18.0%
DTB price history and return analytics
+118.6%
-136.6%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | -0.1% | -1.1% | +1.0% | +0.3% |
| 30D | -2.1% | -1.0% | -1.1% | -1.8% |
| 3M | -5.8% | +3.2% | -8.9% | -6.9% |
| 6M | -6.5% | +12.5% | -19.0% | -10.7% |
| YTD | -4.9% | +14.1% | -18.9% | -9.7% |
| 1Y | -11.2% | +18.9% | -30.1% | -17.1% |
| 3Y | -8.3% | +74.1% | -82.3% | -27.3% |
| 5Y | -20.9% | +66.9% | -87.8% | -38.2% |
| All | -18.0% | +118.6% | -136.6% | -38.2% |
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 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