-12.7%
DASH vs VLTO
+20.4%
-33.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -2.8% | +1.6% | -4.4% | -3.7% |
| 30D | -9.3% | +22.0% | -31.2% | -20.4% |
| 3M | -15.1% | +21.9% | -37.0% | -25.3% |
| 6M | +8.7% | +36.5% | -27.8% | -11.7% |
| YTD | -21.3% | +19.0% | -40.3% | -30.2% |
| 1Y | -12.7% | +21.0% | -33.6% | -23.4% |
| All | -12.7% | +20.4% | -33.0% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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