-96.8%
DAVA vs VT
+69.7%
-166.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +3.9% |
| 7D | +12.2% | -2.3% | +14.5% | +15.2% |
| 30D | -8.4% | -5.0% | -3.4% | -2.9% |
| 3M | -39.9% | -4.9% | -35.0% | -36.2% |
| 6M | -57.7% | -1.5% | -56.2% | -57.7% |
| YTD | -72.3% | +8.5% | -80.8% | -75.9% |
| 1Y | -80.3% | +11.4% | -91.7% | -83.6% |
| 3Y | -96.8% | +70.1% | -166.9% | -98.8% |
| All | -96.8% | +69.7% | -166.6% | -98.8% |
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