+22.9%
DOV vs VSXY
+37.5%
-14.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.5% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -8.9% | -18.7% | +9.8% | -6.4% |
| 3M | -13.3% | -4.0% | -9.3% | -13.2% |
| 6M | -9.7% | +67.5% | -77.1% | -18.1% |
| YTD | -2.5% | +39.7% | -42.1% | -9.6% |
| 1Y | +7.2% | +180.0% | -172.7% | -11.4% |
| 3Y | +39.4% | +337.3% | -297.9% | -0.2% |
| 5Y | +15.8% | +22.7% | -6.8% | -2.3% |
| All | +22.9% | +37.5% | -14.7% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 10y: compounded portfolio wealth divided by compounded VSXY 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…
10y analysis · Full analysis span regression · 6 months rolling