+96.1%
VCIT vs DOV
+885.2%
-789.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.8% | -0.1% |
| 7D | +0.1% | -1.9% | +2.0% | +0.1% |
| 30D | +1.9% | +8.3% | -6.3% | +1.7% |
| 3M | -1.4% | -3.1% | +1.6% | -1.4% |
| 6M | -2.1% | -9.8% | +7.7% | -2.0% |
| YTD | -1.6% | +5.2% | -6.8% | -1.8% |
| 1Y | -0.9% | +15.3% | -16.2% | -1.3% |
| 3Y | +20.0% | +58.8% | -38.8% | +18.7% |
| 5Y | +3.1% | +26.6% | -23.4% | +2.1% |
| 10Y | +28.7% | +351.6% | -322.9% | +28.9% |
| All | +96.1% | +885.2% | -789.1% | +103.6% |
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