+23.5%
DBX vs VIG
+65.3%
-41.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.6% | +1.6% |
| 7D | -8.1% | -0.3% | -7.8% | -8.0% |
| 30D | -4.9% | +4.9% | -9.8% | -9.8% |
| 3M | -2.7% | +2.9% | -5.6% | -5.8% |
| 6M | +25.2% | +11.2% | +13.9% | +11.4% |
| YTD | +19.3% | +16.0% | +3.3% | +1.0% |
| 1Y | +6.6% | +17.0% | -10.3% | -10.8% |
| 3Y | +24.6% | +66.9% | -42.2% | -31.6% |
| 5Y | +23.5% | +65.8% | -42.3% | -32.9% |
| All | +23.5% | +65.3% | -41.8% | -32.9% |
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