+76.9%
VTI vs DASH
+152.1%
-75.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.6% | +4.3% | +0.5% |
| 7D | +0.1% | -10.6% | +10.7% | +2.2% |
| 30D | 0.0% | +2.2% | -2.1% | -0.5% |
| 3M | +2.0% | +32.3% | -30.3% | -3.8% |
| 6M | +13.0% | +19.1% | -6.2% | +8.2% |
| YTD | +13.9% | -6.5% | +20.5% | +14.5% |
| 1Y | +20.0% | -14.9% | +34.9% | +22.3% |
| All | +76.9% | +152.1% | -75.2% | +42.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling