+59.8%
VTI vs DASH
-9.9%
+69.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.6% | +0.4% | -3.0% | -2.8% |
| 30D | -5.0% | -6.0% | +1.0% | -4.2% |
| 3M | -4.3% | -15.8% | +11.5% | -1.7% |
| 6M | +0.6% | +7.0% | -6.4% | -1.8% |
| YTD | +8.9% | -20.7% | +29.5% | +11.8% |
| 1Y | +11.1% | -8.5% | +19.7% | +10.7% |
| 3Y | +74.5% | +101.8% | -27.3% | +47.2% |
| All | +59.8% | -9.9% | +69.7% | +33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling