+683.2%
DOV vs VOO
+817.1%
-133.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.4% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | -8.1% | +0.1% | -8.1% | -8.2% |
| 3M | -9.4% | +2.0% | -11.4% | -11.5% |
| 6M | -12.6% | +13.0% | -25.6% | -24.0% |
| YTD | -0.5% | +13.6% | -14.1% | -13.9% |
| 1Y | +9.2% | +20.1% | -10.8% | -11.5% |
| 3Y | +34.1% | +77.6% | -43.4% | -30.5% |
| 5Y | +17.3% | +82.4% | -65.2% | -41.3% |
| 10Y | +284.9% | +316.8% | -31.9% | -29.8% |
| All | +683.2% | +817.1% | -133.9% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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