+413.0%
DOV vs VTEB
+26.0%
+387.0%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.2% |
| 7D | +1.3% | -0.7% | +2.0% | +2.0% |
| 30D | -8.6% | -2.1% | -6.6% | -6.9% |
| 3M | -13.1% | -2.7% | -10.5% | -10.9% |
| 6M | -8.8% | -2.1% | -6.7% | -6.9% |
| YTD | -1.2% | -1.1% | -0.1% | 0.0% |
| 1Y | +10.7% | +1.3% | +9.4% | +9.7% |
| 3Y | +39.3% | +9.0% | +30.3% | +28.7% |
| 5Y | +16.4% | +1.5% | +14.9% | +14.4% |
| 10Y | +302.5% | +18.5% | +284.0% | +348.0% |
| All | +413.0% | +26.0% | +387.0% | +600.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling