+12.9%
VT vs DBX
+8.4%
+4.4%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.2% |
| 7D | -0.7% | -8.1% | +7.4% | -0.7% |
| 30D | -1.7% | -4.9% | +3.2% | -1.8% |
| 3M | -2.3% | -2.7% | +0.4% | -2.3% |
| 6M | +1.5% | +25.2% | -23.7% | +1.6% |
| YTD | +12.0% | +19.3% | -7.2% | +11.8% |
| 1Y | +12.9% | +6.6% | +6.3% | +13.4% |
| All | +12.9% | +8.4% | +4.4% | +13.4% |
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