+11.7%
VRT vs DASH
+20.0%
-8.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.6% | +9.0% | +3.8% |
| 7D | +9.1% | -10.6% | +19.7% | +7.8% |
| 30D | +0.9% | +2.2% | -1.2% | +1.0% |
| 3M | -13.4% | +32.3% | -45.7% | -12.4% |
| 6M | +11.7% | +19.1% | -7.4% | +12.4% |
| All | +11.7% | +20.0% | -8.3% | +12.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling