+18.7%
DOV vs VT
+66.2%
-47.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +1.0% | +1.0% |
| 7D | -2.7% | +0.4% | -3.1% | -3.1% |
| 30D | -8.1% | +1.0% | -9.1% | -9.1% |
| 3M | -9.4% | +2.4% | -11.8% | -11.7% |
| 6M | -12.6% | +12.0% | -24.6% | -22.8% |
| YTD | -0.5% | +15.3% | -15.8% | -14.9% |
| 1Y | +9.2% | +22.6% | -13.3% | -12.8% |
| 3Y | +34.1% | +74.7% | -40.6% | -26.2% |
| All | +18.7% | +66.2% | -47.5% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling