+23.0%
DAR vs VO
+65.0%
-42.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.7% | +1.9% | +2.0% |
| 7D | -2.8% | -0.1% | -2.6% | -2.6% |
| 30D | -12.8% | +0.5% | -13.3% | -13.3% |
| 3M | -11.6% | -1.0% | -10.6% | -11.0% |
| 6M | -16.8% | +6.4% | -23.2% | -22.7% |
| YTD | +45.9% | +13.6% | +32.3% | +25.3% |
| 1Y | +61.5% | +14.5% | +47.0% | +37.4% |
| 3Y | +23.0% | +67.2% | -44.3% | -45.1% |
| All | +23.0% | +65.0% | -42.0% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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