+165.0%
VTR vs DBX
+16.6%
+148.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | 0.0% |
| 7D | -2.4% | -1.3% | -1.1% | -2.2% |
| 30D | -3.7% | -2.9% | -0.9% | -3.4% |
| 3M | +13.5% | +23.8% | -10.3% | +9.4% |
| 6M | +7.2% | +26.2% | -19.0% | +2.4% |
| YTD | +17.6% | +21.6% | -4.0% | +12.9% |
| 1Y | +35.4% | +11.4% | +24.0% | +31.6% |
| 3Y | +132.8% | +21.3% | +111.6% | +118.4% |
| 5Y | +88.7% | +6.7% | +82.0% | +76.9% |
| All | +165.0% | +16.6% | +148.4% | +113.8% |
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