+13.8%
VRT vs DASH
-16.7%
+30.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +8.3% | -21.2% | -12.4% |
| 7D | -15.4% | +17.2% | -32.6% | -14.8% |
| 30D | -19.0% | +3.6% | -22.5% | -18.4% |
| 3M | -23.8% | -1.9% | -22.0% | -23.7% |
| 6M | -37.9% | +15.1% | -52.9% | -37.9% |
| YTD | +27.0% | -12.3% | +39.3% | +32.5% |
| 1Y | +13.8% | -17.2% | +31.0% | +19.9% |
| All | +13.8% | -16.7% | +30.5% | +19.9% |
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