+75.4%
VEA vs DOV
+37.0%
+38.4%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.7% |
| 7D | -1.5% | -2.0% | +0.5% | -0.7% |
| 30D | -0.8% | -8.9% | +8.1% | +2.5% |
| 3M | +2.5% | -13.3% | +15.7% | +7.6% |
| 6M | +11.1% | -9.7% | +20.8% | +14.8% |
| YTD | +17.2% | -2.5% | +19.6% | +17.7% |
| 1Y | +24.5% | +7.2% | +17.3% | +20.7% |
| 3Y | +75.4% | +39.4% | +36.0% | +47.7% |
| All | +75.4% | +37.0% | +38.4% | +47.7% |
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