+19.4%
IVV vs DBX
+13.3%
+6.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.5% |
| 7D | +0.5% | -1.3% | +1.8% | +0.6% |
| 30D | -1.0% | -2.9% | +1.9% | -0.9% |
| 3M | +3.9% | +23.8% | -20.0% | +3.0% |
| 6M | +14.5% | +26.2% | -11.7% | +13.4% |
| YTD | +12.9% | +21.6% | -8.7% | +11.9% |
| 1Y | +19.4% | +11.4% | +7.9% | +18.8% |
| All | +19.4% | +13.3% | +6.0% | +18.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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