+18.7%
VCIT vs DOV
+65.5%
-46.8%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -1.4% | +3.0% | -4.4% | -1.6% |
| 30D | +0.6% | +8.6% | -8.0% | +0.2% |
| 3M | -2.2% | +1.9% | -4.1% | -2.3% |
| 6M | -2.3% | -1.7% | -0.6% | -2.3% |
| YTD | -2.2% | +8.3% | -10.5% | -2.7% |
| 1Y | -1.4% | +16.6% | -17.9% | -2.2% |
| 3Y | +18.7% | +65.1% | -46.4% | +12.1% |
| All | +18.7% | +65.5% | -46.8% | +12.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling