+21.4%
DAVE vs VT
+76.4%
-55.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.0% |
| 3M | +45.5% | +2.4% | +43.1% | +40.0% |
| 6M | +80.7% | +12.0% | +68.7% | +46.0% |
| YTD | +71.9% | +15.3% | +56.6% | +31.5% |
| 1Y | +94.6% | +22.6% | +72.1% | +34.6% |
| 3Y | +4,629.1% | +74.7% | +4,554.4% | +1,774.2% |
| 5Y | +19.9% | +66.1% | -46.2% | -54.1% |
| All | +21.4% | +76.4% | -55.0% | -53.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling