+20.0%
DAVE vs VOO
+97.6%
-77.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.1% |
| 7D | +10.5% | +0.5% | +10.0% | +9.6% |
| 30D | +18.4% | -0.9% | +19.3% | +20.9% |
| 3M | +39.3% | +3.9% | +35.4% | +31.2% |
| 6M | +73.2% | +14.5% | +58.6% | +36.7% |
| YTD | +70.0% | +13.0% | +57.0% | +38.4% |
| 1Y | +92.8% | +19.4% | +73.4% | +44.6% |
| 3Y | +5,269.2% | +78.9% | +5,190.3% | +2,179.2% |
| 5Y | +17.9% | +82.3% | -64.4% | -53.2% |
| All | +20.0% | +97.6% | -77.6% | -52.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling