+5,041.7%
DAVE price history and return analytics
+74.5%
+4,967.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -3.8% |
| 7D | -2.9% | +2.9% | -5.8% | -8.9% |
| 30D | -26.3% | -2.5% | -23.8% | -21.0% |
| 3M | -15.4% | -3.3% | -12.1% | -7.3% |
| 6M | +10.4% | +1.5% | +8.8% | +8.9% |
| YTD | +20.8% | +11.4% | +9.4% | -4.2% |
| 1Y | +10.7% | +11.9% | -1.2% | -12.5% |
| All | +5,041.7% | +74.5% | +4,967.2% | +1,338.6% |
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 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