+24.9%
DBX vs VOO
+230.1%
-205.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +0.6% |
| 7D | +2.1% | -0.8% | +2.9% | +2.8% |
| 30D | +5.7% | -1.1% | +6.8% | +6.9% |
| 3M | +31.8% | +3.9% | +27.9% | +26.9% |
| 6M | +37.5% | +13.6% | +23.8% | +20.6% |
| YTD | +27.9% | +12.7% | +15.2% | +13.1% |
| 1Y | +15.0% | +17.6% | -2.5% | -2.6% |
| 3Y | +27.2% | +77.3% | -50.1% | -28.7% |
| 5Y | +12.8% | +84.1% | -71.3% | -38.5% |
| All | +24.9% | +230.1% | -205.2% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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