-99.1%
DAVA vs VT
+58.5%
-157.6%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.3% |
| 7D | -9.5% | +2.9% | -12.4% | -13.5% |
| 30D | -23.6% | -2.5% | -21.1% | -21.2% |
| 3M | -50.3% | -3.3% | -47.0% | -48.0% |
| 6M | -60.1% | +1.5% | -61.6% | -62.0% |
| YTD | -75.9% | +11.4% | -87.3% | -80.3% |
| 1Y | -79.3% | +11.9% | -91.2% | -83.2% |
| 3Y | -97.2% | +73.9% | -171.1% | -98.9% |
| 5Y | -99.1% | +57.9% | -157.0% | -99.6% |
| All | -99.1% | +58.5% | -157.6% | -99.6% |
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