+329.1%
DOV vs VT
+221.8%
+107.4%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.6% |
| 7D | +3.0% | +2.4% | +0.6% | +0.3% |
| 30D | +8.6% | -1.5% | +10.1% | +10.5% |
| 3M | +1.9% | -4.1% | +6.0% | +6.7% |
| 6M | -1.7% | +0.6% | -2.2% | -2.5% |
| YTD | +8.3% | +11.0% | -2.7% | -4.2% |
| 1Y | +16.6% | +13.3% | +3.2% | +0.7% |
| 3Y | +65.1% | +73.4% | -8.3% | -12.1% |
| 5Y | +29.2% | +57.4% | -28.3% | -22.8% |
| All | +329.1% | +221.8% | +107.4% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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