+346.9%
DAO vs VT
+69.7%
+277.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.3% |
| 7D | -1.9% | -2.3% | +0.4% | -0.2% |
| 30D | +20.5% | -5.0% | +25.4% | +24.9% |
| 3M | +12.4% | -4.9% | +17.2% | +16.3% |
| 6M | +69.9% | -1.5% | +71.5% | +70.1% |
| YTD | +95.5% | +8.5% | +87.1% | +80.5% |
| 1Y | +82.8% | +11.4% | +71.5% | +65.3% |
| 3Y | +346.9% | +70.1% | +276.9% | +195.7% |
| All | +346.9% | +69.7% | +277.2% | +195.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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