+13.5%
DAVE price history and return analytics
+65.7%
-52.1%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.6% | -3.2% | -2.6% |
| 7D | -2.9% | -0.1% | -2.8% | -2.6% |
| 30D | +17.2% | -0.7% | +17.9% | +19.2% |
| 3M | +29.8% | +4.0% | +25.8% | +21.3% |
| 6M | +63.4% | +12.3% | +51.1% | +30.6% |
| YTD | +63.4% | +14.0% | +49.4% | +26.6% |
| 1Y | +66.6% | +20.3% | +46.3% | +18.0% |
| 3Y | +5,062.3% | +75.4% | +4,986.8% | +1,851.0% |
| 5Y | +13.5% | +66.0% | -52.4% | -57.4% |
| All | +13.5% | +65.7% | -52.1% | -57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling