+116.8%
VEA vs DBX
+19.3%
+97.5%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.3% |
| 7D | +0.3% | +0.3% | +0.1% | +0.2% |
| 30D | +0.4% | 0.0% | +0.4% | +0.3% |
| 3M | +4.8% | +26.1% | -21.3% | 0.0% |
| 6M | +11.3% | +29.4% | -18.1% | +5.0% |
| YTD | +17.4% | +24.4% | -7.0% | +11.5% |
| 1Y | +26.2% | +10.9% | +15.3% | +22.3% |
| 3Y | +77.7% | +24.1% | +53.7% | +64.6% |
| 5Y | +60.9% | +7.8% | +53.2% | +49.6% |
| All | +116.8% | +19.3% | +97.5% | +79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling