+1,024.4%
VRT vs DBX
+7.2%
+1,017.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.9% | +6.6% | +4.8% |
| 7D | +13.6% | -1.3% | +14.9% | +14.1% |
| 30D | +6.8% | -2.9% | +9.6% | +7.5% |
| 3M | -3.2% | +23.8% | -27.1% | -13.9% |
| 6M | +20.3% | +26.2% | -5.9% | +3.1% |
| YTD | +79.6% | +21.6% | +58.0% | +55.9% |
| 1Y | +139.0% | +11.4% | +127.6% | +115.1% |
| 3Y | +644.6% | +21.3% | +623.3% | +494.7% |
| 5Y | +1,024.4% | +6.7% | +1,017.7% | +688.7% |
| All | +1,024.4% | +7.2% | +1,017.2% | +688.7% |
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