+13.8%
DBX price history and return analytics
+151.4%
-137.6%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | -7.3% | -0.1% | -7.2% | -7.5% |
| 30D | -5.7% | -3.1% | -2.6% | -3.2% |
| 3M | -6.3% | -3.5% | -2.8% | -3.6% |
| 6M | +12.1% | +0.5% | +11.6% | +10.0% |
| YTD | +16.5% | +10.8% | +5.8% | +2.8% |
| 1Y | +6.1% | +11.9% | -5.8% | -7.6% |
| 3Y | +21.8% | +73.0% | -51.2% | -33.0% |
| 5Y | +19.1% | +58.6% | -39.5% | -27.7% |
| All | +13.8% | +151.4% | -137.6% | -59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling