+21.5%
DBX vs VO
+139.1%
-117.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.8% | +3.1% | +3.1% |
| 7D | +0.3% | -0.6% | +0.8% | +0.8% |
| 30D | 0.0% | -1.9% | +1.9% | +1.8% |
| 3M | +26.1% | +3.3% | +22.8% | +22.3% |
| 6M | +29.4% | +9.7% | +19.7% | +17.9% |
| YTD | +24.4% | +12.6% | +11.8% | +10.5% |
| 1Y | +10.9% | +13.6% | -2.8% | -2.6% |
| 3Y | +24.1% | +56.8% | -32.7% | -19.6% |
| 5Y | +7.8% | +42.3% | -34.5% | -23.1% |
| All | +21.5% | +139.1% | -117.6% | -48.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling