-47.2%
VTRS vs DBX
+20.9%
-68.1%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -1.0% |
| 7D | -3.3% | -1.8% | -1.5% | -3.0% |
| 30D | +1.4% | +2.8% | -1.5% | +0.7% |
| 3M | +4.6% | +26.8% | -22.1% | -0.2% |
| 6M | +18.1% | +32.8% | -14.7% | +10.9% |
| YTD | +34.7% | +26.1% | +8.6% | +27.5% |
| 1Y | +65.6% | +14.1% | +51.5% | +59.5% |
| 3Y | +83.8% | +25.7% | +58.1% | +69.2% |
| 5Y | +46.5% | +11.2% | +35.3% | +35.1% |
| All | -47.2% | +20.9% | -68.1% | -59.2% |
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