-12.2%
DASH vs VTRS
+91.6%
-103.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.8% |
| 7D | -4.1% | +9.0% | -13.0% | -5.8% |
| 30D | -10.6% | +19.8% | -30.4% | -13.8% |
| 3M | -18.8% | +29.3% | -48.1% | -22.9% |
| 6M | +11.2% | +22.2% | -11.0% | +6.2% |
| YTD | -23.8% | +69.9% | -93.7% | -31.7% |
| 1Y | -12.2% | +94.4% | -106.6% | -22.8% |
| All | -12.2% | +91.6% | -103.8% | -22.8% |
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