-12.2%
DAVE vs VT
+65.5%
-77.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.1% | -4.1% | -14.0% | -10.2% |
| 7D | -17.8% | -4.2% | -13.6% | -9.5% |
| 30D | -19.8% | -5.8% | -14.0% | -8.9% |
| 3M | -36.0% | -5.2% | -30.7% | -28.0% |
| 6M | +4.4% | +0.1% | +4.2% | +6.0% |
| YTD | +24.4% | +8.2% | +16.1% | +8.8% |
| 1Y | +13.1% | +10.1% | +3.0% | -3.3% |
| 3Y | +4,773.3% | +69.7% | +4,703.6% | +1,992.3% |
| 5Y | -13.8% | +53.4% | -67.2% | -62.2% |
| All | -12.2% | +65.5% | -77.7% | -61.6% |
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