+27.2%
DBX vs ITOT
+75.8%
-48.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.8% |
| 7D | +2.1% | -0.9% | +3.0% | +2.8% |
| 30D | +5.7% | -1.5% | +7.2% | +7.0% |
| 3M | +31.8% | +3.6% | +28.2% | +28.2% |
| 6M | +37.5% | +13.7% | +23.8% | +23.3% |
| YTD | +27.9% | +12.9% | +15.0% | +15.3% |
| 1Y | +15.0% | +17.2% | -2.1% | +0.1% |
| 3Y | +27.2% | +75.6% | -48.4% | -22.9% |
| All | +27.2% | +75.8% | -48.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling