-29.3%
DASH vs VOO
+72.6%
-101.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | 0.0% |
| 7D | -4.5% | +2.6% | -7.1% | -8.8% |
| 30D | -6.8% | -2.0% | -4.8% | -3.4% |
| 3M | -20.7% | -2.8% | -17.9% | -16.6% |
| 6M | +15.1% | +2.2% | +12.9% | +10.7% |
| YTD | -24.3% | +11.5% | -35.8% | -37.7% |
| 1Y | -12.1% | +13.5% | -25.6% | -30.1% |
| 3Y | +91.1% | +78.1% | +13.0% | -38.2% |
| All | -29.3% | +72.6% | -101.9% | -74.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling