-17.2%
DASH vs VNQ
+14.0%
-31.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.2% | +5.2% | +6.0% |
| 7D | +17.2% | +6.8% | +10.4% | +12.3% |
| 30D | +3.6% | +10.0% | -6.4% | -2.5% |
| 3M | -1.9% | 0.0% | -1.8% | -2.9% |
| 6M | +15.1% | +4.5% | +10.6% | +11.1% |
| YTD | -12.3% | +13.9% | -26.2% | -20.4% |
| 1Y | -17.2% | +14.1% | -31.3% | -25.0% |
| All | -17.2% | +14.0% | -31.2% | -25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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