+340.2%
DOV vs VT
+223.7%
+116.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.6% | +1.9% | +1.5% |
| 7D | -1.4% | +0.4% | -1.7% | -1.7% |
| 30D | +12.8% | -2.6% | +15.4% | +16.2% |
| 3M | +1.1% | -3.2% | +4.4% | +4.9% |
| 6M | -2.6% | +0.9% | -3.6% | -3.9% |
| YTD | +9.9% | +11.3% | -1.4% | -3.1% |
| 1Y | +19.3% | +14.0% | +5.3% | +2.4% |
| 3Y | +68.4% | +75.8% | -7.5% | -11.7% |
| 5Y | +29.1% | +57.8% | -28.7% | -23.0% |
| 10Y | +340.2% | +219.8% | +120.4% | +10.6% |
| All | +340.2% | +223.7% | +116.5% | +10.6% |
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