+785.9%
DOV vs VT
+346.0%
+439.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -1.9% | -2.3% | +0.4% | +0.6% |
| 30D | +8.3% | -5.0% | +13.2% | +14.2% |
| 3M | -3.1% | -4.9% | +1.8% | +2.1% |
| 6M | -9.8% | -1.5% | -8.3% | -8.5% |
| YTD | +5.2% | +8.5% | -3.3% | -3.8% |
| 1Y | +15.3% | +11.4% | +4.0% | +2.6% |
| 3Y | +58.8% | +70.1% | -11.3% | -9.5% |
| 5Y | +26.6% | +53.7% | -27.2% | -19.5% |
| 10Y | +351.6% | +220.0% | +131.7% | +36.3% |
| All | +785.9% | +346.0% | +439.9% | +102.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling