-96.8%
DARE vs VT
+53.4%
-150.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.2% | +2.2% | +2.2% |
| 7D | -8.7% | -2.3% | -6.4% | -6.8% |
| 30D | -19.1% | -5.0% | -14.2% | -15.5% |
| 3M | -52.0% | -4.9% | -47.1% | -49.8% |
| 6M | -79.8% | -1.5% | -78.2% | -79.3% |
| YTD | -66.9% | +8.5% | -75.4% | -68.5% |
| 1Y | -64.7% | +11.4% | -76.1% | -67.1% |
| 3Y | -85.0% | +70.1% | -155.1% | -90.4% |
| All | -96.8% | +53.4% | -150.2% | -97.4% |
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