+7.8%
DBX vs VIG
+62.2%
-54.5%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.9% |
| 7D | +0.3% | -1.2% | +1.4% | +1.6% |
| 30D | 0.0% | -2.8% | +2.8% | +3.2% |
| 3M | +26.1% | +2.5% | +23.6% | +22.8% |
| 6M | +29.4% | +8.1% | +21.3% | +18.4% |
| YTD | +24.4% | +9.6% | +14.9% | +12.1% |
| 1Y | +10.9% | +14.2% | -3.3% | -4.9% |
| 3Y | +24.1% | +56.1% | -32.0% | -27.1% |
| 5Y | +7.8% | +62.8% | -55.1% | -41.6% |
| All | +7.8% | +62.2% | -54.5% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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