+75.7%
VTI vs DBX
+27.0%
+48.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.6% |
| 7D | -0.9% | +2.1% | -3.0% | -1.2% |
| 30D | -1.4% | +5.7% | -7.2% | -2.4% |
| 3M | +3.6% | +31.8% | -28.2% | -1.3% |
| 6M | +13.6% | +37.5% | -23.9% | +6.7% |
| YTD | +12.9% | +27.9% | -15.0% | +7.6% |
| 1Y | +17.2% | +15.0% | +2.2% | +14.0% |
| 3Y | +75.7% | +27.2% | +48.5% | +59.1% |
| All | +75.7% | +27.0% | +48.7% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling