+350.1%
DAO vs VT
+75.6%
+274.5%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.1% | -3.3% | -3.0% |
| 7D | -6.2% | -0.7% | -5.5% | -5.8% |
| 30D | +10.5% | -1.7% | +12.3% | +11.7% |
| 3M | +5.7% | -2.3% | +8.0% | +7.2% |
| 6M | +59.5% | +1.5% | +58.0% | +56.2% |
| YTD | +92.5% | +12.0% | +80.4% | +73.7% |
| 1Y | +80.5% | +12.9% | +67.6% | +61.9% |
| All | +350.1% | +75.6% | +274.5% | +222.3% |
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