+158.1%
DASH vs VTR
+132.6%
+25.6%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.0% | -2.6% | -4.3% |
| 7D | -10.6% | -1.7% | -8.9% | -10.3% |
| 30D | +2.2% | -2.4% | +4.6% | +2.6% |
| 3M | +32.3% | +14.8% | +17.5% | +27.9% |
| 6M | +19.1% | +5.3% | +13.8% | +17.1% |
| YTD | -6.5% | +18.1% | -24.6% | -11.1% |
| 1Y | -14.9% | +36.7% | -51.6% | -22.8% |
| All | +158.1% | +132.6% | +25.6% | +84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling