+60.2%
SCHD vs DOV
+14.8%
+45.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | 0.0% |
| 7D | -2.0% | -2.0% | 0.0% | -1.2% |
| 30D | -0.4% | -8.9% | +8.5% | +3.2% |
| 3M | +5.7% | -13.3% | +19.0% | +11.2% |
| 6M | +11.9% | -9.7% | +21.5% | +15.3% |
| YTD | +26.4% | -2.5% | +28.9% | +25.7% |
| 1Y | +27.6% | +7.2% | +20.4% | +21.5% |
| 3Y | +54.9% | +39.4% | +15.5% | +27.5% |
| All | +60.2% | +14.8% | +45.3% | +37.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling