-5.2%
DASH vs VTV
+115.3%
-120.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.2% | +0.4% |
| 7D | +0.4% | -2.2% | +2.6% | +4.0% |
| 30D | -6.0% | +2.2% | -8.2% | -8.4% |
| 3M | -15.8% | +0.3% | -16.1% | -15.6% |
| 6M | +7.0% | +8.3% | -1.3% | -3.7% |
| YTD | -20.7% | +18.5% | -39.2% | -37.3% |
| 1Y | -8.5% | +23.0% | -31.6% | -31.5% |
| 3Y | +101.8% | +72.6% | +29.1% | -9.1% |
| 5Y | -9.6% | +73.3% | -82.8% | -58.0% |
| All | -5.2% | +115.3% | -120.5% | -58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VTV.
Daily Out/Under-Performance
Portfolio return minus VTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTV 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 VTV 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