-14.9%
DASH vs VMC
-8.5%
-6.4%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.8% |
| 7D | -10.6% | -4.3% | -6.2% | -9.9% |
| 30D | +2.2% | -8.2% | +10.4% | +3.6% |
| 3M | +32.3% | -7.0% | +39.3% | +33.8% |
| 6M | +19.1% | -10.8% | +29.9% | +18.9% |
| YTD | -6.5% | -7.4% | +0.9% | -7.6% |
| 1Y | -14.9% | -9.5% | -5.4% | -15.1% |
| All | -14.9% | -8.5% | -6.4% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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