+11.8%
DAVE vs VOO
+97.2%
-85.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -3.7% |
| 7D | -7.9% | -0.8% | -7.1% | -6.6% |
| 30D | +10.9% | -1.1% | +12.0% | +13.5% |
| 3M | +22.9% | +3.9% | +19.0% | +15.7% |
| 6M | +57.1% | +13.6% | +43.4% | +25.7% |
| YTD | +58.4% | +12.7% | +45.7% | +29.5% |
| 1Y | +56.0% | +17.6% | +38.4% | +20.1% |
| 3Y | +5,279.0% | +77.3% | +5,201.7% | +2,216.3% |
| 5Y | +9.5% | +84.1% | -74.6% | -56.4% |
| All | +11.8% | +97.2% | -85.4% | -55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling