+902.5%
DOV vs ITOT
+885.8%
+16.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.1% |
| 7D | +1.3% | -0.4% | +1.7% | +1.7% |
| 30D | -8.6% | -1.6% | -7.1% | -7.0% |
| 3M | -13.1% | +3.5% | -16.7% | -16.4% |
| 6M | -8.8% | +13.1% | -21.9% | -20.7% |
| YTD | -1.2% | +12.7% | -14.0% | -13.8% |
| 1Y | +10.7% | +18.3% | -7.6% | -8.7% |
| 3Y | +39.3% | +76.4% | -37.1% | -26.9% |
| 5Y | +16.4% | +73.8% | -57.3% | -38.3% |
| 10Y | +302.5% | +301.2% | +1.3% | -18.9% |
| All | +902.5% | +885.8% | +16.6% | -28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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