-11.3%
DASH vs VTR
+20.9%
-32.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.7% |
| 7D | -4.8% | +3.2% | -8.0% | -4.8% |
| 30D | -7.9% | +9.1% | -17.0% | -7.7% |
| 3M | -16.3% | -3.6% | -12.8% | -17.3% |
| 6M | +10.4% | +3.8% | +6.6% | +9.5% |
| YTD | -20.1% | +17.8% | -37.9% | -19.5% |
| All | -11.3% | +20.9% | -32.3% | -9.6% |
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