+131.3%
VIAV vs DBX
+10.1%
+121.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.3% | -5.9% | -4.7% |
| 7D | +11.2% | -1.8% | +13.0% | +11.4% |
| 30D | -2.6% | +2.8% | -5.5% | -3.3% |
| 3M | -20.1% | +26.8% | -46.9% | -24.3% |
| 6M | +25.8% | +32.8% | -6.9% | +16.2% |
| YTD | +109.9% | +26.1% | +83.8% | +96.3% |
| 1Y | +214.3% | +14.1% | +200.2% | +202.3% |
| 3Y | +281.6% | +25.7% | +255.9% | +240.9% |
| All | +131.3% | +10.1% | +121.2% | +111.2% |
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