+288.7%
DOV vs VCLT
+17.0%
+271.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.6% |
| 7D | -1.9% | -1.3% | -0.7% | -1.3% |
| 30D | -9.9% | -1.1% | -8.8% | -9.4% |
| 3M | -12.1% | -3.7% | -8.4% | -10.6% |
| 6M | -10.4% | -4.0% | -6.4% | -8.7% |
| YTD | -3.3% | -3.4% | +0.1% | -1.7% |
| 1Y | +7.8% | -4.1% | +11.9% | +9.9% |
| 3Y | +36.3% | +11.0% | +25.4% | +30.2% |
| 5Y | +14.8% | -17.0% | +31.8% | +21.2% |
| All | +288.7% | +17.0% | +271.7% | +290.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 10y: compounded portfolio wealth divided by compounded VCLT 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…
10y analysis · Full analysis span regression · 6 months rolling