+782.0%
DOV vs VEU
+190.9%
+591.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.3% |
| 7D | +2.5% | +1.7% | +0.9% | +0.9% |
| 30D | -7.5% | +1.0% | -8.5% | -8.4% |
| 3M | -9.7% | +5.6% | -15.3% | -14.2% |
| 6M | -6.1% | +13.7% | -19.8% | -17.2% |
| YTD | +0.5% | +17.7% | -17.2% | -14.4% |
| 1Y | +10.5% | +25.8% | -15.2% | -11.6% |
| 3Y | +41.7% | +77.1% | -35.4% | -18.0% |
| 5Y | +18.4% | +57.1% | -38.7% | -23.2% |
| 10Y | +289.8% | +149.8% | +140.0% | +67.3% |
| All | +782.0% | +190.9% | +591.1% | +216.2% |
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