+38.2%
DOV vs VEU
+72.0%
-33.8%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.3% | -0.8% | -1.0% |
| 7D | -1.9% | -1.9% | 0.0% | -0.2% |
| 30D | -9.9% | -0.7% | -9.1% | -9.3% |
| 3M | -12.1% | +4.9% | -17.0% | -15.8% |
| 6M | -10.4% | +9.8% | -20.3% | -18.3% |
| YTD | -3.3% | +15.3% | -18.6% | -16.2% |
| 1Y | +7.8% | +23.0% | -15.3% | -12.5% |
| All | +38.2% | +72.0% | -33.8% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 3y: compounded portfolio wealth divided by compounded VEU 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…
3y analysis · Full analysis span regression · 6 months rolling