+17.7%
DBX vs VRSN
+158.5%
-140.9%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -5.9% | +3.6% | -9.4% | -7.9% |
| 3M | -0.4% | +10.8% | -11.1% | -6.3% |
| 6M | +29.8% | +9.9% | +19.9% | +22.2% |
| YTD | +20.5% | +29.8% | -9.3% | +2.0% |
| 1Y | +8.7% | +26.3% | -17.6% | -6.7% |
| 3Y | +25.9% | +53.5% | -27.6% | -6.5% |
| 5Y | +24.2% | +34.8% | -10.6% | -1.9% |
| All | +17.7% | +158.5% | -140.9% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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