+61.0%
DAO vs VT
+128.2%
-67.1%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.1% | +1.4% | +1.7% |
| 7D | +4.3% | -4.2% | +8.5% | +9.1% |
| 30D | +19.3% | -5.8% | +25.1% | +27.0% |
| 3M | +16.8% | -5.2% | +22.0% | +23.2% |
| 6M | +79.1% | +0.1% | +79.0% | +76.4% |
| YTD | +99.7% | +8.2% | +91.5% | +80.2% |
| 1Y | +91.7% | +10.1% | +81.6% | +69.8% |
| 3Y | +362.8% | +69.7% | +293.1% | +145.2% |
| 5Y | +61.4% | +53.4% | +8.1% | -1.9% |
| All | +61.0% | +128.2% | -67.1% | -27.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling