-7.0%
DASH vs VEU
+45.1%
-52.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.4% |
| 7D | +0.4% | -1.6% | +2.0% | +3.4% |
| 30D | -6.0% | -4.3% | -1.7% | +0.7% |
| 3M | -15.8% | -5.8% | -9.9% | -7.8% |
| 6M | +7.0% | -4.4% | +11.3% | +12.8% |
| YTD | -20.7% | +8.7% | -29.3% | -33.2% |
| 1Y | -8.5% | +12.6% | -21.2% | -27.7% |
| 3Y | +101.8% | +65.2% | +36.5% | -24.9% |
| All | -7.0% | +45.1% | -52.1% | -54.3% |
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