-11.1%
DASH vs VIK
+51.6%
-62.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | -0.8% |
| 7D | -10.2% | -1.2% | -9.0% | -9.8% |
| 30D | -8.2% | +11.5% | -19.7% | -11.2% |
| 3M | -15.9% | -11.3% | -4.6% | -13.2% |
| 6M | +13.3% | +11.3% | +2.0% | +8.6% |
| YTD | -21.3% | +26.1% | -47.4% | -26.6% |
| 1Y | -11.1% | +50.0% | -61.1% | -14.5% |
| All | -11.1% | +51.6% | -62.8% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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