+22.3%
DBX vs VRSN
+141.7%
-119.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -0.5% | -0.2% | -0.3% | -0.3% |
| 3M | +28.1% | -0.3% | +28.3% | +27.9% |
| 6M | +33.1% | +23.0% | +10.1% | +17.0% |
| YTD | +25.3% | +21.3% | +3.9% | +10.4% |
| 1Y | +18.3% | +6.7% | +11.6% | +12.5% |
| 3Y | +25.0% | +45.0% | -19.9% | -4.1% |
| 5Y | +7.5% | +35.0% | -27.5% | -15.6% |
| All | +22.3% | +141.7% | -119.4% | -38.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling