+238.6%
SCHD vs DOV
+300.2%
-61.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -2.0% | -2.0% | 0.0% | -1.1% |
| 30D | -0.4% | -8.9% | +8.5% | +3.8% |
| 3M | +5.7% | -13.3% | +19.0% | +12.2% |
| 6M | +11.9% | -9.7% | +21.5% | +15.9% |
| YTD | +26.4% | -2.5% | +28.9% | +25.9% |
| 1Y | +27.6% | +7.2% | +20.4% | +20.9% |
| 3Y | +54.9% | +39.4% | +15.5% | +26.0% |
| 5Y | +60.9% | +15.8% | +45.1% | +40.8% |
| All | +238.6% | +300.2% | -61.5% | +85.5% |
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 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