+112.0%
VSH vs DBX
+20.4%
+91.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.4% | +6.9% | +3.9% |
| 7D | +4.1% | -2.4% | +6.5% | +3.5% |
| 30D | -4.2% | -0.5% | -3.7% | -4.1% |
| 3M | -50.0% | +28.1% | -78.0% | -47.3% |
| 6M | +80.2% | +33.1% | +47.1% | +87.6% |
| YTD | +121.1% | +25.3% | +95.8% | +132.4% |
| 1Y | +112.0% | +18.3% | +93.6% | +124.6% |
| All | +112.0% | +20.4% | +91.6% | +124.6% |
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