-20.0%
DASH vs VGT
+38.4%
-58.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.2% | -5.2% | -5.2% |
| 7D | -11.2% | +1.8% | -13.0% | -12.1% |
| 30D | -7.3% | -0.3% | -7.0% | -7.3% |
| 3M | +31.4% | +3.4% | +28.1% | +28.0% |
| 6M | +11.9% | +35.0% | -23.1% | -15.7% |
| YTD | -11.5% | +28.8% | -40.3% | -30.2% |
| 1Y | -20.0% | +38.0% | -58.0% | -38.0% |
| All | -20.0% | +38.4% | -58.5% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 1y: compounded portfolio wealth divided by compounded VGT 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…
1y analysis · Full analysis span regression · 6 months rolling