-29.3%
DASH vs RVMD
+425.4%
-454.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | 0.0% |
| 7D | -4.5% | -10.4% | +5.9% | -2.0% |
| 30D | -6.8% | -11.0% | +4.2% | -4.3% |
| 3M | -20.7% | -14.7% | -6.0% | -18.0% |
| 6M | +15.1% | +14.9% | +0.1% | +9.7% |
| YTD | -24.3% | +116.3% | -140.6% | -42.0% |
| 1Y | -12.1% | +167.6% | -179.8% | -36.9% |
| 3Y | +91.1% | +776.8% | -685.7% | -11.2% |
| All | -29.3% | +425.4% | -454.8% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling