+549.3%
DVA price history and return analytics
+356.5%
+192.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.5% |
| 7D | -8.8% | +2.4% | -11.1% | -10.1% |
| 30D | -3.4% | -1.5% | -1.9% | -2.7% |
| 3M | -2.6% | -4.1% | +1.5% | -0.3% |
| 6M | -11.9% | +0.6% | -12.4% | -12.7% |
| YTD | +53.6% | +11.0% | +42.6% | +42.7% |
| 1Y | +41.9% | +13.3% | +28.5% | +30.0% |
| 3Y | +97.5% | +73.4% | +24.1% | +37.8% |
| 5Y | +65.0% | +57.4% | +7.5% | +21.2% |
| 10Y | +193.2% | +221.7% | -28.5% | +40.0% |
| All | +549.3% | +356.5% | +192.8% | +139.1% |
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