+5,450.2%
DAVE price history and return analytics
+74.2%
+5,376.1%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -2.5% |
| 7D | -2.9% | -0.1% | -2.8% | -2.5% |
| 30D | +17.2% | -0.7% | +17.9% | +19.4% |
| 3M | +29.8% | +4.0% | +25.8% | +20.5% |
| 6M | +63.4% | +12.3% | +51.1% | +27.4% |
| YTD | +63.4% | +14.0% | +49.4% | +22.8% |
| 1Y | +66.6% | +20.3% | +46.3% | +12.9% |
| All | +5,450.2% | +74.2% | +5,376.1% | +1,708.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling