+17.3%
DOV vs VIG
+62.2%
-44.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.0% |
| 7D | +1.3% | -1.2% | +2.5% | +2.9% |
| 30D | -8.6% | -2.8% | -5.8% | -5.2% |
| 3M | -13.1% | +2.5% | -15.6% | -15.7% |
| 6M | -8.8% | +8.1% | -16.9% | -17.3% |
| YTD | -1.2% | +9.6% | -10.8% | -11.8% |
| 1Y | +10.7% | +14.2% | -3.4% | -6.2% |
| 3Y | +39.3% | +56.1% | -16.8% | -19.0% |
| All | +17.3% | +62.2% | -44.9% | -34.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling