+174.3%
VTV vs DBX
+19.3%
+155.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.7% |
| 7D | -0.7% | +0.3% | -0.9% | -0.7% |
| 30D | -0.5% | 0.0% | -0.5% | -0.6% |
| 3M | +5.3% | +26.1% | -20.8% | +0.9% |
| 6M | +12.9% | +29.4% | -16.5% | +7.0% |
| YTD | +18.5% | +24.4% | -6.0% | +13.0% |
| 1Y | +25.3% | +10.9% | +14.4% | +21.7% |
| 3Y | +68.2% | +24.1% | +44.1% | +56.8% |
| 5Y | +80.6% | +7.8% | +72.9% | +69.1% |
| All | +174.3% | +19.3% | +155.0% | +125.4% |
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