+23.1%
DBX price history and return analytics
+156.6%
-133.5%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +2.2% |
| 7D | -1.8% | -2.0% | +0.2% | +0.1% |
| 30D | +2.8% | -1.4% | +4.3% | +4.3% |
| 3M | +26.8% | +4.7% | +22.0% | +20.5% |
| 6M | +32.8% | +11.4% | +21.4% | +17.6% |
| YTD | +26.1% | +13.1% | +13.0% | +9.7% |
| 1Y | +14.1% | +19.0% | -4.9% | -6.1% |
| 3Y | +25.7% | +73.9% | -48.2% | -30.7% |
| 5Y | +11.2% | +65.4% | -54.2% | -34.8% |
| All | +23.1% | +156.6% | -133.5% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling