Proof-Based Reporting

Dawn Vault publishes structured performance reports at regular intervals, providing verifiable evidence of vault operations and returns.

Reporting Framework

What We Report

Data Point
Frequency
Verification

Yield Breakdown (by source)

Every epoch

On-chain transaction data

Hedge Ratio (spot vs. short)

Every epoch

On-chain + CEX position data

Allocation Split (base vs. alpha)

Every epoch

On-chain vault state

Reserve Balance

Every epoch

On-chain account balance

Share Price

Continuous

On-chain LP token accounting

Cumulative PnL

Daily

Dashboard + historical data

Drawdown Metrics

Daily

Calculated from share price history

Report Structure

Each epoch report includes:

  1. Performance Summary: Net APY, gross yield, costs deducted

  2. Yield Provenance Table: Breakdown by source with actual values

  3. Position Summary: Current allocations, hedge ratios, protocol exposure

  4. Risk Metrics: Maximum drawdown, Sharpe ratio (rolling), volatility

  5. Reserve Status: Yield Smoothing Reserve balance and utilization

  6. Operational Notes: Any strategy changes, rebalancing events, or incidents

Skin in the Game

Dawn Labs deploys its own capital under the exact same conditions as depositors:

  • Same vault, same strategy, same fee structure

  • No preferential treatment or separate accounts

  • Our returns are directly tied to depositor outcomes

This alignment of interests is the strongest form of trust — we succeed or fail together.

Verification

Depositors can independently verify:

  • Share price: Query the on-chain vault program directly

  • LP token balance: Check their wallet

  • Vault TVL: On-chain total assets visible to anyone

  • Protocol positions: On-chain adapter positions are public

Future Enhancements

  • Automated report generation and publication

  • On-chain attestation of off-chain positions (CEX)

  • Third-party audit of reported vs. actual performance

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