+220.7%
VTI vs DBX
+19.3%
+201.4%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.3% | -2.8% | -1.1% |
| 7D | -0.4% | +0.3% | -0.6% | -0.4% |
| 30D | -1.6% | 0.0% | -1.6% | -1.7% |
| 3M | +3.6% | +26.1% | -22.5% | -2.7% |
| 6M | +13.0% | +29.4% | -16.3% | +4.7% |
| YTD | +12.7% | +24.4% | -11.7% | +5.3% |
| 1Y | +18.4% | +10.9% | +7.5% | +13.5% |
| 3Y | +76.4% | +24.1% | +52.4% | +60.2% |
| 5Y | +73.7% | +7.8% | +65.9% | +58.8% |
| All | +220.7% | +19.3% | +201.4% | +154.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling