-14.9%
DASH vs VIG
+16.9%
-31.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.0% |
| 7D | -10.6% | -0.4% | -10.1% | -10.0% |
| 30D | +2.2% | -1.0% | +3.1% | +3.5% |
| 3M | +32.3% | +2.8% | +29.5% | +27.7% |
| 6M | +19.1% | +8.2% | +10.9% | +7.3% |
| YTD | -6.5% | +11.0% | -17.5% | -17.6% |
| 1Y | -14.9% | +16.1% | -31.0% | -26.9% |
| All | -14.9% | +16.9% | -31.7% | -26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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