-4.9%
DAR vs VO
+43.4%
-48.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.6% |
| 7D | -0.9% | +0.6% | -1.5% | -1.6% |
| 30D | +13.0% | -1.1% | +14.0% | +14.1% |
| 3M | +15.0% | +4.5% | +10.4% | +8.9% |
| 6M | +26.8% | +11.1% | +15.8% | +11.8% |
| YTD | +86.4% | +13.5% | +72.9% | +60.1% |
| 1Y | +115.1% | +14.5% | +100.6% | +83.1% |
| 3Y | +14.6% | +58.1% | -43.5% | -32.4% |
| All | -4.9% | +43.4% | -48.3% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling