+30.8%
VNQ vs DBX
+27.0%
+3.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.7% | +0.6% |
| 7D | -1.3% | +2.1% | -3.4% | -1.5% |
| 30D | -2.6% | +5.7% | -8.3% | -3.3% |
| 3M | -2.0% | +31.8% | -33.8% | -5.3% |
| 6M | +4.3% | +37.5% | -33.1% | -0.1% |
| YTD | +9.2% | +27.9% | -18.7% | +5.7% |
| 1Y | +5.6% | +15.0% | -9.4% | +3.6% |
| 3Y | +30.8% | +27.2% | +3.7% | +20.5% |
| All | +30.8% | +27.0% | +3.8% | +20.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling