+11.7%
DASH vs VTRS
+18.4%
-6.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.4% | -4.3% | -4.5% |
| 7D | -10.6% | +3.3% | -13.9% | -11.5% |
| 30D | +2.2% | -3.6% | +5.8% | +3.1% |
| 3M | +32.3% | +7.0% | +25.3% | +29.0% |
| 6M | +19.1% | +17.5% | +1.7% | +12.4% |
| YTD | -6.5% | +38.8% | -45.3% | -16.9% |
| 1Y | -14.9% | +69.2% | -84.1% | -29.2% |
| 3Y | +151.9% | +77.5% | +74.5% | +95.5% |
| 5Y | +9.4% | +39.9% | -30.5% | -15.7% |
| All | +11.7% | +18.4% | -6.7% | -7.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling