+221.4%
VTI vs DBX
+22.6%
+198.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.5% |
| 7D | -0.9% | +2.1% | -3.0% | -1.4% |
| 30D | -1.4% | +5.7% | -7.2% | -2.9% |
| 3M | +3.6% | +31.8% | -28.2% | -3.7% |
| 6M | +13.6% | +37.5% | -23.9% | +3.6% |
| YTD | +12.9% | +27.9% | -15.0% | +4.8% |
| 1Y | +17.2% | +15.0% | +2.2% | +11.4% |
| 3Y | +75.7% | +27.2% | +48.5% | +58.5% |
| 5Y | +75.4% | +12.8% | +62.7% | +58.6% |
| All | +221.4% | +22.6% | +198.7% | +153.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling