+5.8%
DASH vs RVMD
+372.8%
-367.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.3% | -4.0% | -5.0% |
| 7D | -11.2% | -1.2% | -10.0% | -10.9% |
| 30D | -7.3% | +1.1% | -8.4% | -7.7% |
| 3M | +31.4% | +39.6% | -8.2% | +21.0% |
| 6M | +11.9% | +110.7% | -98.8% | -8.6% |
| YTD | -11.5% | +160.3% | -171.8% | -33.0% |
| 1Y | -20.0% | +404.9% | -424.9% | -49.9% |
| 3Y | +143.9% | +545.5% | -401.5% | +31.7% |
| 5Y | -0.2% | +584.7% | -584.9% | -55.7% |
| All | +5.8% | +372.8% | -367.0% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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