+21.8%
VZ vs DBX
+24.0%
-2.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | -3.3% | +4.7% | +1.6% |
| 30D | +4.4% | -5.9% | +10.2% | +4.6% |
| 3M | -2.4% | -6.7% | +4.3% | -2.1% |
| 6M | +1.4% | +28.0% | -26.6% | +0.4% |
| YTD | +21.4% | +20.6% | +0.8% | +20.4% |
| 1Y | +20.3% | +10.3% | +10.0% | +19.8% |
| 3Y | +57.4% | +24.0% | +33.3% | +54.1% |
| All | +21.8% | +24.0% | -2.2% | +17.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling