+91.1%
DASH vs ITOT
+77.6%
+13.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.1% |
| 7D | -4.5% | +2.5% | -7.0% | -7.7% |
| 30D | -6.8% | -1.7% | -5.1% | -4.5% |
| 3M | -20.7% | -3.4% | -17.3% | -16.8% |
| 6M | +15.1% | +2.1% | +12.9% | +12.2% |
| YTD | -24.3% | +11.5% | -35.8% | -34.1% |
| 1Y | -12.1% | +13.6% | -25.8% | -25.5% |
| 3Y | +91.1% | +77.2% | +13.8% | -13.2% |
| All | +91.1% | +77.6% | +13.4% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling