+16.4%
DOV vs VCLT
-15.5%
+32.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.5% | -1.6% |
| 7D | +1.3% | 0.0% | +1.3% | +1.3% |
| 30D | -8.6% | +0.1% | -8.8% | -8.7% |
| 3M | -13.1% | -2.9% | -10.3% | -11.7% |
| 6M | -8.8% | -4.0% | -4.9% | -6.8% |
| YTD | -1.2% | -2.2% | +1.0% | +0.1% |
| 1Y | +10.7% | -2.6% | +13.3% | +12.4% |
| 3Y | +39.3% | +12.3% | +27.0% | +30.9% |
| 5Y | +16.4% | -16.4% | +32.8% | +16.0% |
| All | +16.4% | -15.5% | +32.0% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling