-23.6%
DASH vs VT
+13.3%
-36.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | +7.5% | -1.6% | +9.1% | +9.2% |
| 30D | -3.1% | -2.5% | -0.6% | -0.5% |
| 3M | -8.6% | -1.3% | -7.3% | -7.3% |
| 6M | +4.3% | +3.1% | +1.2% | +0.1% |
| YTD | -19.1% | +10.9% | -30.0% | -28.4% |
| All | -23.6% | +13.3% | -36.9% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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