-21.6%
DASH vs ROIV
+421.8%
-443.4%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.3% |
| 7D | -10.2% | +9.5% | -19.7% | -11.7% |
| 30D | -8.2% | +21.0% | -29.2% | -11.4% |
| 3M | -15.9% | +18.7% | -34.6% | -19.2% |
| 6M | +13.3% | +44.5% | -31.2% | +4.4% |
| YTD | -21.3% | +92.9% | -114.1% | -31.8% |
| 1Y | -11.1% | +100.2% | -111.4% | -23.8% |
| 3Y | +103.8% | +375.0% | -271.2% | +45.1% |
| 5Y | -21.6% | +435.2% | -456.8% | -57.1% |
| All | -21.6% | +421.8% | -443.4% | -57.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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