+1,389.8%
VRT vs DASH
+16.3%
+1,373.5%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -4.6% | +9.0% | +5.9% |
| 7D | +9.1% | -10.6% | +19.7% | +13.1% |
| 30D | +0.9% | +2.2% | -1.2% | -0.2% |
| 3M | -13.4% | +32.3% | -45.7% | -22.5% |
| 6M | +11.7% | +19.1% | -7.4% | +2.1% |
| YTD | +73.2% | -6.5% | +79.7% | +71.7% |
| 1Y | +123.4% | -14.9% | +138.3% | +127.0% |
| 3Y | +606.2% | +151.9% | +454.2% | +396.4% |
| 5Y | +899.9% | +9.4% | +890.5% | +630.1% |
| All | +1,389.8% | +16.3% | +1,373.5% | +940.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling