+14.4%
DAVE vs VT
+13.0%
+1.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.6% | -1.1% | -3.8% |
| 7D | -12.2% | +0.4% | -12.6% | -11.4% |
| 30D | -23.3% | -2.6% | -20.7% | -18.2% |
| 3M | -11.1% | -3.2% | -7.9% | -3.7% |
| 6M | +10.3% | +0.9% | +9.3% | +11.1% |
| YTD | +27.7% | +11.3% | +16.4% | +1.1% |
| All | +14.4% | +13.0% | +1.4% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling