-14.7%
DAVE vs VT
+70.3%
-85.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -4.0% |
| 7D | -2.9% | +2.9% | -5.8% | -8.1% |
| 30D | -26.3% | -2.5% | -23.8% | -21.7% |
| 3M | -15.4% | -3.3% | -12.1% | -8.4% |
| 6M | +10.4% | +1.5% | +8.8% | +9.4% |
| YTD | +20.8% | +11.4% | +9.4% | 0.0% |
| 1Y | +10.7% | +11.9% | -1.2% | -8.5% |
| 3Y | +4,628.0% | +73.9% | +4,554.1% | +1,834.9% |
| 5Y | -16.2% | +57.9% | -74.1% | -65.2% |
| All | -14.7% | +70.3% | -85.1% | -64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling