-11.2%
DAVE vs VT
+65.9%
-77.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +0.9% | +0.7% |
| 7D | -12.1% | -2.3% | -9.7% | -6.7% |
| 30D | -19.2% | -5.0% | -14.3% | -9.8% |
| 3M | -23.7% | -4.9% | -18.9% | -14.9% |
| 6M | +13.1% | -1.5% | +14.6% | +19.0% |
| YTD | +25.8% | +8.5% | +17.3% | +9.6% |
| 1Y | +24.6% | +11.4% | +13.2% | +4.1% |
| 3Y | +4,719.9% | +70.1% | +4,649.8% | +1,959.8% |
| 5Y | -12.8% | +53.7% | -66.5% | -61.9% |
| All | -11.2% | +65.9% | -77.1% | -61.3% |
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