+3.8%
VCIT vs DOV
+17.7%
-13.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.1% |
| 7D | -0.3% | -2.7% | +2.3% | -0.2% |
| 30D | -0.8% | -8.1% | +7.3% | -0.2% |
| 3M | -1.0% | -9.4% | +8.4% | -0.4% |
| 6M | -1.8% | -12.6% | +10.8% | -1.0% |
| YTD | -0.7% | -0.5% | -0.2% | -0.9% |
| 1Y | +1.0% | +9.2% | -8.3% | +0.1% |
| 3Y | +18.8% | +34.1% | -15.3% | +14.6% |
| All | +3.8% | +17.7% | -13.9% | -1.2% |
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 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