+22.3%
DBX vs VIG
+181.2%
-158.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.0% |
| 7D | -2.4% | -0.4% | -2.0% | -2.0% |
| 30D | -0.5% | -1.0% | +0.5% | +0.5% |
| 3M | +28.1% | +2.8% | +25.3% | +24.7% |
| 6M | +33.1% | +8.2% | +24.9% | +22.9% |
| YTD | +25.3% | +11.0% | +14.3% | +12.8% |
| 1Y | +18.3% | +16.1% | +2.2% | +1.8% |
| 3Y | +25.0% | +56.2% | -31.1% | -19.5% |
| 5Y | +7.5% | +63.0% | -55.5% | -33.0% |
| All | +22.3% | +181.2% | -158.9% | -58.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling