+98.0%
VCIT vs DOV
+832.2%
-734.2%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | 0.0% |
| 7D | -0.3% | -2.7% | +2.3% | -0.3% |
| 30D | -0.8% | -8.1% | +7.3% | -0.6% |
| 3M | -1.0% | -9.4% | +8.4% | -0.8% |
| 6M | -1.8% | -12.6% | +10.8% | -1.6% |
| YTD | -0.7% | -0.5% | -0.2% | -0.7% |
| 1Y | +1.0% | +9.2% | -8.3% | +0.7% |
| 3Y | +18.8% | +34.1% | -15.3% | +18.0% |
| 5Y | +3.5% | +17.3% | -13.8% | +2.5% |
| 10Y | +29.2% | +284.9% | -255.7% | +29.3% |
| All | +98.0% | +832.2% | -734.2% | +105.8% |
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