+11.7%
DASH vs VTV
+117.6%
-105.9%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.2% | -4.4% | -4.3% |
| 7D | -10.6% | +0.5% | -11.1% | -11.2% |
| 30D | +2.2% | +1.1% | +1.0% | +0.6% |
| 3M | +32.3% | +5.9% | +26.4% | +22.4% |
| 6M | +19.1% | +11.6% | +7.5% | +2.1% |
| YTD | -6.5% | +19.8% | -26.3% | -27.6% |
| 1Y | -14.9% | +26.2% | -41.1% | -38.8% |
| 3Y | +151.9% | +68.5% | +83.5% | +17.6% |
| 5Y | +9.4% | +79.9% | -70.4% | -50.7% |
| All | +11.7% | +117.6% | -105.9% | -52.5% |
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