-27.5%
DASH vs VEU
+50.0%
-77.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.4% |
| 7D | -10.2% | -0.5% | -9.7% | -9.4% |
| 30D | -8.2% | -1.0% | -7.2% | -6.6% |
| 3M | -15.9% | -3.6% | -12.3% | -11.2% |
| 6M | +13.3% | -1.2% | +14.5% | +13.9% |
| YTD | -21.3% | +12.0% | -33.3% | -36.7% |
| 1Y | -11.1% | +13.9% | -25.0% | -30.6% |
| 3Y | +103.8% | +71.3% | +32.5% | -28.8% |
| All | -27.5% | +50.0% | -77.5% | -66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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