-88.8%
DAVA vs VOO
+205.0%
-293.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.9% |
| 7D | -8.2% | -0.4% | -7.8% | -7.7% |
| 30D | -6.6% | -1.4% | -5.3% | -5.0% |
| 3M | -1.7% | +3.7% | -5.5% | -6.3% |
| 6M | -46.9% | +13.0% | -59.9% | -54.3% |
| YTD | -55.5% | +12.4% | -68.0% | -61.3% |
| 1Y | -71.7% | +18.6% | -90.3% | -76.8% |
| 3Y | -94.6% | +78.1% | -172.7% | -97.2% |
| 5Y | -97.9% | +82.3% | -180.2% | -98.9% |
| All | -88.8% | +205.0% | -293.8% | -96.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 all: compounded portfolio wealth divided by compounded VOO 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…
all analysis · Full analysis span regression · 6 months rolling