+15.3%
DAO price history and return analytics
+140.5%
-125.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -3.7% |
| 7D | -2.6% | -1.1% | -1.5% | -1.4% |
| 30D | -21.9% | -1.0% | -20.9% | -21.1% |
| 3M | +24.1% | +3.2% | +21.0% | +19.5% |
| 6M | +42.8% | +12.5% | +30.3% | +23.8% |
| YTD | +43.0% | +14.1% | +28.9% | +22.3% |
| 1Y | +61.9% | +18.9% | +43.0% | +32.3% |
| 3Y | +261.2% | +74.1% | +187.1% | +88.0% |
| 5Y | +1.1% | +66.9% | -65.8% | -43.0% |
| All | +15.3% | +140.5% | -125.2% | -50.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling