+447.8%
SCHG vs DOV
+300.2%
+147.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.4% |
| 7D | -1.0% | -2.0% | +0.9% | -0.1% |
| 30D | -1.3% | -8.9% | +7.6% | +3.3% |
| 3M | +5.4% | -13.3% | +18.7% | +12.5% |
| 6M | +14.4% | -9.7% | +24.1% | +18.9% |
| YTD | +8.0% | -2.5% | +10.5% | +7.6% |
| 1Y | +12.7% | +7.2% | +5.5% | +6.4% |
| 3Y | +85.6% | +39.4% | +46.2% | +50.6% |
| 5Y | +85.5% | +15.8% | +69.7% | +62.8% |
| All | +447.8% | +300.2% | +147.7% | +199.4% |
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