-98.9%
DAVA vs VT
+53.4%
-152.4%
-99.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +3.8% |
| 7D | +12.2% | -2.3% | +14.5% | +15.9% |
| 30D | -8.4% | -5.0% | -3.4% | -1.6% |
| 3M | -39.9% | -4.9% | -35.0% | -35.4% |
| 6M | -57.7% | -1.5% | -56.2% | -57.7% |
| YTD | -72.3% | +8.5% | -80.8% | -76.4% |
| 1Y | -80.3% | +11.4% | -91.7% | -84.0% |
| 3Y | -96.8% | +70.1% | -166.9% | -98.7% |
| All | -98.9% | +53.4% | -152.4% | -99.5% |
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