+63.7%
IEFA vs DOV
+35.8%
+27.9%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.2% |
| 7D | -2.4% | -1.9% | -0.5% | -1.8% |
| 30D | -2.1% | -9.9% | +7.8% | +1.5% |
| 3M | +5.5% | -12.1% | +17.7% | +10.1% |
| 6M | +8.1% | -10.4% | +18.6% | +11.8% |
| YTD | +11.9% | -3.3% | +15.2% | +12.6% |
| 1Y | +18.1% | +7.8% | +10.3% | +14.0% |
| All | +63.7% | +35.8% | +27.9% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling