+292.2%
DOV vs VTEB
+17.9%
+274.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.5% |
| 7D | -2.0% | -0.9% | -1.1% | -1.0% |
| 30D | -8.9% | -2.5% | -6.4% | -6.5% |
| 3M | -13.3% | -3.0% | -10.3% | -10.5% |
| 6M | -9.7% | -2.1% | -7.5% | -7.5% |
| YTD | -2.5% | -1.5% | -1.0% | -0.7% |
| 1Y | +7.2% | +0.2% | +7.1% | +7.3% |
| 3Y | +39.4% | +8.6% | +30.9% | +28.1% |
| 5Y | +15.8% | +1.2% | +14.6% | +14.2% |
| All | +292.2% | +17.9% | +274.3% | +317.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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