-20.0%
DASH vs VTR
+36.7%
-56.7%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -4.9% | -5.4% |
| 7D | -11.2% | -2.4% | -8.8% | -11.5% |
| 30D | -7.3% | -3.7% | -3.6% | -7.9% |
| 3M | +31.4% | +13.5% | +17.9% | +34.6% |
| 6M | +11.9% | +7.2% | +4.7% | +13.2% |
| YTD | -11.5% | +17.6% | -29.1% | -9.2% |
| 1Y | -20.0% | +35.4% | -55.4% | -14.4% |
| All | -20.0% | +36.7% | -56.7% | -14.4% |
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