+67.1%
V vs DBX
+7.2%
+59.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.2% | -1.0% |
| 7D | -1.1% | -1.3% | +0.2% | -0.8% |
| 30D | +1.9% | -2.9% | +4.8% | +2.5% |
| 3M | +15.5% | +23.8% | -8.3% | +9.0% |
| 6M | +16.6% | +26.2% | -9.6% | +8.5% |
| YTD | +5.7% | +21.6% | -15.9% | -0.6% |
| 1Y | +8.6% | +11.4% | -2.9% | +4.1% |
| 3Y | +52.5% | +21.3% | +31.2% | +37.5% |
| 5Y | +67.1% | +6.7% | +60.5% | +41.9% |
| All | +67.1% | +7.2% | +59.9% | +41.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling