-23.1%
DASH vs VTRS
+64.0%
-87.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -12.8% | -3.5% | -9.4% | -12.1% |
| 30D | -6.0% | +2.1% | -8.1% | -6.5% |
| 3M | +26.7% | +2.6% | +24.1% | +25.3% |
| 6M | +11.7% | +17.8% | -6.1% | +5.7% |
| YTD | -12.9% | +35.7% | -48.6% | -21.7% |
| 1Y | -23.1% | +63.5% | -86.6% | -33.4% |
| All | -23.1% | +64.0% | -87.1% | -33.4% |
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