+553.0%
SCHD vs DOV
+604.4%
-51.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.2% |
| 7D | -2.6% | +1.3% | -4.0% | -3.2% |
| 30D | -0.3% | -8.6% | +8.4% | +3.6% |
| 3M | +6.1% | -13.1% | +19.2% | +12.1% |
| 6M | +11.7% | -8.8% | +20.5% | +15.1% |
| YTD | +26.3% | -1.2% | +27.6% | +25.3% |
| 1Y | +28.8% | +10.7% | +18.0% | +20.9% |
| 3Y | +55.0% | +39.3% | +15.8% | +28.9% |
| 5Y | +60.0% | +16.4% | +43.6% | +41.8% |
| 10Y | +243.1% | +302.5% | -59.3% | +81.4% |
| All | +553.0% | +604.4% | -51.4% | +169.2% |
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