+144.6%
IEFA vs DOV
+300.2%
-155.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | -1.6% | -2.0% | +0.4% | -0.7% |
| 30D | -1.5% | -8.9% | +7.4% | +2.4% |
| 3M | +3.4% | -13.3% | +16.7% | +9.5% |
| 6M | +9.5% | -9.7% | +19.1% | +13.6% |
| YTD | +13.0% | -2.5% | +15.5% | +13.3% |
| 1Y | +18.0% | +7.2% | +10.8% | +13.1% |
| 3Y | +65.4% | +39.4% | +26.0% | +38.0% |
| 5Y | +51.6% | +15.8% | +35.7% | +34.9% |
| All | +144.6% | +300.2% | -155.6% | +42.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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