+7.8%
DOV vs VCLT
-3.8%
+11.6%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -1.0% | -1.0% |
| 7D | -1.9% | -1.3% | -0.7% | -0.7% |
| 30D | -9.9% | -1.1% | -8.8% | -8.9% |
| 3M | -12.1% | -3.7% | -8.4% | -9.0% |
| 6M | -10.4% | -4.0% | -6.4% | -7.2% |
| YTD | -3.3% | -3.4% | +0.1% | -0.1% |
| 1Y | +7.8% | -4.1% | +11.9% | +10.6% |
| All | +7.8% | -3.8% | +11.6% | +10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling