+19.9%
DAVE vs VT
+66.2%
-46.3%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | +0.6% | +0.4% | +0.1% | -0.1% |
| 30D | -11.5% | +1.0% | -12.5% | -13.1% |
| 3M | +45.5% | +2.4% | +43.1% | +39.8% |
| 6M | +80.7% | +12.0% | +68.7% | +44.9% |
| YTD | +71.9% | +15.3% | +56.6% | +30.2% |
| 1Y | +94.6% | +22.6% | +72.1% | +32.8% |
| 3Y | +4,629.1% | +74.7% | +4,554.4% | +1,698.7% |
| All | +19.9% | +66.2% | -46.3% | -56.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling