+42.3%
DAO vs VT
+53.4%
-11.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.4% |
| 7D | -1.9% | -2.3% | +0.4% | +1.5% |
| 30D | +20.5% | -5.0% | +25.4% | +29.2% |
| 3M | +12.4% | -4.9% | +17.2% | +20.0% |
| 6M | +69.9% | -1.5% | +71.5% | +70.0% |
| YTD | +95.5% | +8.5% | +87.1% | +67.2% |
| 1Y | +82.8% | +11.4% | +71.5% | +49.9% |
| 3Y | +346.9% | +70.1% | +276.9% | +59.4% |
| All | +42.3% | +53.4% | -11.1% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling