+53.4%
DAO price history and return analytics
+134.8%
-81.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -4.7% | +2.9% | -7.6% | -7.7% |
| 30D | +5.8% | -2.5% | +8.4% | +8.3% |
| 3M | +4.0% | -3.3% | +7.3% | +7.2% |
| 6M | +56.6% | +1.5% | +55.0% | +51.8% |
| YTD | +90.3% | +11.4% | +78.9% | +66.2% |
| 1Y | +83.0% | +11.9% | +71.1% | +59.2% |
| 3Y | +347.1% | +73.9% | +273.2% | +130.3% |
| 5Y | +25.7% | +57.9% | -32.2% | -26.1% |
| All | +53.4% | +134.8% | -81.3% | -32.6% |
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