+212.3%
IEFA vs DOV
+533.8%
-321.5%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.7% | +0.6% | -0.3% |
| 7D | -0.5% | +1.3% | -1.8% | -1.0% |
| 30D | -1.1% | -8.6% | +7.5% | +2.7% |
| 3M | +5.1% | -13.1% | +18.2% | +11.2% |
| 6M | +9.3% | -8.8% | +18.1% | +13.0% |
| YTD | +13.0% | -1.2% | +14.2% | +12.6% |
| 1Y | +19.2% | +10.7% | +8.5% | +12.7% |
| 3Y | +67.0% | +39.3% | +27.7% | +40.0% |
| 5Y | +51.1% | +16.4% | +34.7% | +34.7% |
| 10Y | +146.5% | +302.5% | -156.0% | +26.9% |
| All | +212.3% | +533.8% | -321.5% | +33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling