+43.6%
DOV vs VIG
+56.3%
-12.6%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +2.0% |
| 7D | +2.5% | -0.4% | +2.9% | +3.1% |
| 30D | -7.5% | -2.1% | -5.4% | -4.9% |
| 3M | -9.7% | +3.3% | -13.0% | -13.5% |
| 6M | -6.1% | +9.3% | -15.4% | -16.5% |
| YTD | +0.5% | +10.1% | -9.7% | -11.5% |
| 1Y | +10.5% | +14.7% | -4.2% | -7.8% |
| All | +43.6% | +56.3% | -12.6% | -16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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