+7.4%
DASH vs ITOT
+73.8%
-66.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.3% | -4.3% | -4.1% |
| 7D | -10.6% | +0.1% | -10.7% | -10.7% |
| 30D | +2.2% | 0.0% | +2.1% | +2.0% |
| 3M | +32.3% | +2.0% | +30.3% | +27.6% |
| 6M | +19.1% | +13.0% | +6.1% | -4.7% |
| YTD | -6.5% | +14.0% | -20.5% | -26.1% |
| 1Y | -14.9% | +19.9% | -34.8% | -38.5% |
| 3Y | +151.9% | +75.8% | +76.1% | -15.3% |
| All | +7.4% | +73.8% | -66.4% | -60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling