-88.6%
DAVA price history and return analytics
+150.2%
-238.8%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.5% | -5.4% | -5.3% |
| 7D | -7.1% | +1.0% | -8.1% | -8.2% |
| 30D | -2.4% | -0.2% | -2.1% | -2.0% |
| 3M | +2.5% | +4.5% | -2.1% | -3.7% |
| 6M | -47.6% | +14.1% | -61.7% | -56.2% |
| YTD | -54.4% | +14.8% | -69.2% | -62.0% |
| 1Y | -71.3% | +21.2% | -92.5% | -77.6% |
| 3Y | -94.5% | +76.6% | -171.1% | -97.2% |
| 5Y | -97.9% | +66.6% | -164.5% | -98.8% |
| All | -88.6% | +150.2% | -238.8% | -95.7% |
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