+923.7%
DOV vs VCLT
+98.6%
+825.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | +3.0% | -2.3% | +5.3% | +3.4% |
| 30D | +8.6% | +0.8% | +7.8% | +8.5% |
| 3M | +1.9% | -2.7% | +4.5% | +2.3% |
| 6M | -1.7% | -4.3% | +2.6% | -1.0% |
| YTD | +8.3% | -4.3% | +12.6% | +9.1% |
| 1Y | +16.6% | -4.4% | +20.9% | +17.4% |
| 3Y | +65.1% | +13.8% | +51.4% | +63.3% |
| 5Y | +29.2% | -17.0% | +46.1% | +26.2% |
| 10Y | +329.7% | +20.9% | +308.8% | +376.3% |
| All | +923.7% | +98.6% | +825.0% | +1,608.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling