+850.9%
DOV vs VEU
+174.2%
+676.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +3.0% | +2.1% | +0.9% | +1.0% |
| 30D | +8.6% | -0.9% | +9.5% | +9.6% |
| 3M | +1.9% | -5.4% | +7.2% | +7.2% |
| 6M | -1.7% | -1.8% | +0.1% | -0.2% |
| YTD | +8.3% | +10.9% | -2.6% | -2.4% |
| 1Y | +16.6% | +13.6% | +3.0% | +2.7% |
| 3Y | +65.1% | +69.3% | -4.1% | -0.2% |
| 5Y | +29.2% | +48.1% | -18.9% | -11.4% |
| 10Y | +329.7% | +148.0% | +181.7% | +86.1% |
| All | +850.9% | +174.2% | +676.7% | +260.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling