+88.4%
DVA price history and return analytics
+72.7%
+15.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.5% |
| 7D | -0.2% | -2.0% | +1.8% | +0.7% |
| 30D | +1.7% | -1.4% | +3.1% | +2.3% |
| 3M | -8.7% | +4.7% | -13.4% | -10.7% |
| 6M | +19.7% | +11.4% | +8.3% | +13.5% |
| YTD | +59.6% | +13.1% | +46.6% | +49.6% |
| 1Y | +37.1% | +19.0% | +18.1% | +24.7% |
| All | +88.4% | +72.7% | +15.7% | +29.5% |
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