+123.4%
VRT vs DASH
-14.9%
+138.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.6% | +9.0% | +4.5% |
| 7D | +9.1% | -10.6% | +19.7% | +9.5% |
| 30D | +0.9% | +2.2% | -1.2% | +0.6% |
| 3M | -13.4% | +32.3% | -45.7% | -15.5% |
| 6M | +11.7% | +19.1% | -7.4% | +10.2% |
| YTD | +73.2% | -6.5% | +79.7% | +82.1% |
| 1Y | +123.4% | -14.9% | +138.3% | +158.9% |
| All | +123.4% | -14.9% | +138.3% | +158.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 DASH 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