+63.4%
VSH vs DBX
+22.5%
+40.8%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +3.3% | -8.3% | -4.0% |
| 7D | -13.6% | -1.1% | -12.5% | -13.8% |
| 30D | -30.4% | +5.0% | -35.4% | -29.0% |
| 3M | -33.3% | +4.6% | -37.9% | -31.8% |
| 6M | -15.1% | +43.9% | -59.0% | -7.2% |
| YTD | +80.2% | +29.9% | +50.4% | +93.7% |
| 1Y | +63.4% | +24.6% | +38.8% | +74.9% |
| All | +63.4% | +22.5% | +40.8% | +74.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling