+24.6%
DBX vs VO
+16.3%
+8.3%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +3.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.2% |
| 30D | +5.0% | +2.6% | +2.4% | +4.8% |
| 3M | +4.6% | -0.3% | +4.9% | +4.6% |
| 6M | +43.9% | +7.6% | +36.3% | +43.5% |
| YTD | +29.9% | +14.7% | +15.1% | +27.3% |
| 1Y | +24.6% | +16.4% | +8.2% | +19.3% |
| All | +24.6% | +16.3% | +8.3% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling