+15.6%
VZ vs DASH
+16.3%
-0.7%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.6% | +3.7% | -0.9% |
| 7D | +0.1% | -10.6% | +10.6% | +0.1% |
| 30D | +7.9% | +2.2% | +5.7% | +7.9% |
| 3M | +13.6% | +32.3% | -18.6% | +13.7% |
| 6M | +1.1% | +19.1% | -18.0% | +1.1% |
| YTD | +29.3% | -6.5% | +35.8% | +29.6% |
| 1Y | +21.2% | -14.9% | +36.1% | +21.6% |
| 3Y | +75.9% | +151.9% | -76.0% | +73.3% |
| 5Y | +24.1% | +9.4% | +14.6% | +18.2% |
| All | +15.6% | +16.3% | -0.7% | +10.9% |
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 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