-17.2%
DASH vs VTRS
+90.6%
-107.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +7.9% |
| 7D | +17.2% | +2.4% | +14.8% | +16.5% |
| 30D | +3.6% | +9.1% | -5.5% | +1.2% |
| 3M | -1.9% | +9.4% | -11.3% | -4.4% |
| 6M | +15.1% | +28.3% | -13.3% | +6.2% |
| YTD | -12.3% | +58.0% | -70.3% | -26.6% |
| 1Y | -17.2% | +89.7% | -106.9% | -37.8% |
| All | -17.2% | +90.6% | -107.9% | -37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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