-96.5%
DARE vs VT
+59.8%
-156.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | -0.7% |
| 7D | +4.8% | -0.7% | +5.5% | +5.6% |
| 30D | -7.5% | -1.7% | -5.7% | -6.0% |
| 3M | -51.8% | -2.3% | -49.5% | -50.7% |
| 6M | -72.5% | +1.5% | -74.0% | -72.5% |
| YTD | -64.0% | +12.0% | -76.1% | -66.7% |
| 1Y | -64.2% | +12.9% | -77.1% | -67.0% |
| 3Y | -82.5% | +74.9% | -157.4% | -89.1% |
| 5Y | -96.5% | +59.9% | -156.4% | -97.2% |
| All | -96.5% | +59.8% | -156.3% | -97.2% |
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 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