-17.2%
DASH vs VTR
+22.5%
-39.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.5% | +5.8% | +8.3% |
| 7D | +17.2% | +10.0% | +7.1% | +17.5% |
| 30D | +3.6% | +9.6% | -6.1% | +3.7% |
| 3M | -1.9% | -1.2% | -0.6% | -2.5% |
| 6M | +15.1% | +2.8% | +12.3% | +14.0% |
| YTD | -12.3% | +17.4% | -29.7% | -13.4% |
| 1Y | -17.2% | +22.0% | -39.2% | -27.0% |
| All | -17.2% | +22.5% | -39.7% | -27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 VTR 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