-5.2%
DASH vs VOO
+115.8%
-121.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.7% |
| 7D | +0.4% | -2.7% | +3.1% | +5.6% |
| 30D | -6.0% | -5.4% | -0.7% | +3.6% |
| 3M | -15.8% | -4.1% | -11.7% | -9.3% |
| 6M | +7.0% | +0.7% | +6.2% | +5.5% |
| YTD | -20.7% | +8.7% | -29.4% | -31.4% |
| 1Y | -8.5% | +11.0% | -19.5% | -23.9% |
| 3Y | +101.8% | +75.5% | +26.3% | -29.8% |
| 5Y | -9.6% | +68.4% | -77.9% | -64.0% |
| All | -5.2% | +115.8% | -121.0% | -73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling