+39.4%
DOV vs VYM
+65.1%
-25.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | 0.0% |
| 7D | -2.0% | -0.8% | -1.2% | -0.9% |
| 30D | -8.9% | -2.2% | -6.7% | -6.0% |
| 3M | -13.3% | +3.1% | -16.3% | -16.7% |
| 6M | -9.7% | +9.7% | -19.4% | -20.2% |
| YTD | -2.5% | +14.9% | -17.3% | -18.7% |
| 1Y | +7.2% | +17.6% | -10.3% | -13.4% |
| 3Y | +39.4% | +65.3% | -25.9% | -25.2% |
| All | +39.4% | +65.1% | -25.7% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 3y: compounded portfolio wealth divided by compounded VYM 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…
3y analysis · Full analysis span regression · 6 months rolling