-5.2%
DASH vs VEA
+73.5%
-78.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.4% |
| 7D | +0.4% | -2.2% | +2.6% | +4.0% |
| 30D | -6.0% | -3.4% | -2.7% | -1.2% |
| 3M | -15.8% | -5.6% | -10.1% | -8.7% |
| 6M | +7.0% | -3.4% | +10.4% | +10.9% |
| YTD | -20.7% | +9.7% | -30.4% | -32.9% |
| 1Y | -8.5% | +15.4% | -23.9% | -28.5% |
| 3Y | +101.8% | +68.5% | +33.3% | -17.6% |
| 5Y | -9.6% | +49.6% | -59.2% | -55.2% |
| All | -5.2% | +73.5% | -78.7% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEA.
Daily Out/Under-Performance
Portfolio return minus VEA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEA 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 all: compounded portfolio wealth divided by compounded VEA 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…
all analysis · Full analysis span regression · 6 months rolling