+9.6%
DAVE vs VOO
+82.8%
-73.2%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.8% | -3.0% | -3.7% |
| 7D | -7.9% | -0.8% | -7.1% | -6.5% |
| 30D | +10.9% | -1.1% | +12.0% | +13.6% |
| 3M | +22.9% | +3.9% | +19.0% | +15.5% |
| 6M | +57.1% | +13.6% | +43.4% | +24.9% |
| YTD | +58.4% | +12.7% | +45.7% | +28.7% |
| 1Y | +56.0% | +17.6% | +38.4% | +19.1% |
| 3Y | +5,279.0% | +77.3% | +5,201.7% | +2,143.5% |
| All | +9.6% | +82.8% | -73.2% | -58.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling