+26.5%
DAO vs VT
+57.0%
-30.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | -3.2% | +2.4% | -5.6% | -6.7% |
| 30D | -2.2% | -1.5% | -0.7% | -0.6% |
| 3M | +9.2% | -4.1% | +13.3% | +15.2% |
| 6M | +53.5% | +0.6% | +53.0% | +48.8% |
| YTD | +89.2% | +11.0% | +78.1% | +56.1% |
| 1Y | +92.0% | +13.3% | +78.7% | +53.3% |
| 3Y | +342.5% | +73.4% | +269.1% | +54.0% |
| All | +26.5% | +57.0% | -30.6% | -29.0% |
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