-90.9%
DARE vs VT
+75.0%
-165.9%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -1.9% | +0.4% | -2.4% | -2.2% |
| 30D | -46.2% | +1.0% | -47.2% | -46.5% |
| 3M | -66.9% | +2.4% | -69.3% | -67.3% |
| 6M | -53.8% | +12.0% | -65.8% | -56.1% |
| YTD | -62.6% | +15.3% | -78.0% | -65.0% |
| 1Y | -66.2% | +22.6% | -88.7% | -69.1% |
| All | -90.9% | +75.0% | -165.9% | -93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling