+11.7%
DASH vs VEU
+77.8%
-66.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.5% | -5.2% | -5.4% |
| 7D | -10.6% | +1.1% | -11.7% | -12.1% |
| 30D | +2.2% | +2.2% | 0.0% | -1.2% |
| 3M | +32.3% | +3.0% | +29.3% | +25.6% |
| 6M | +19.1% | +10.9% | +8.3% | -0.5% |
| YTD | -6.5% | +18.2% | -24.7% | -30.2% |
| 1Y | -14.9% | +28.3% | -43.2% | -44.6% |
| 3Y | +151.9% | +74.6% | +77.3% | -7.7% |
| 5Y | +9.4% | +56.4% | -46.9% | -50.6% |
| All | +11.7% | +77.8% | -66.0% | -55.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling