-5.9%
DASH vs VIAV
+124.2%
-130.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.0% | +1.5% | -0.9% |
| 7D | -2.8% | +3.2% | -6.0% | -3.6% |
| 30D | -9.3% | -31.8% | +22.5% | -2.8% |
| 3M | -15.1% | -16.6% | +1.6% | -14.3% |
| 6M | +8.7% | -39.4% | +48.2% | +15.2% |
| YTD | -21.3% | +74.0% | -95.3% | -46.5% |
| 1Y | -12.7% | +70.8% | -83.4% | -40.4% |
| 3Y | +103.8% | +295.5% | -191.8% | -18.6% |
| 5Y | -16.8% | +103.3% | -120.1% | -44.8% |
| All | -5.9% | +124.2% | -130.2% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling