+172.5%
VEA vs DOV
+742.0%
-569.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | +1.9% | +2.5% | -0.7% | +0.5% |
| 30D | +0.8% | -7.5% | +8.3% | +4.9% |
| 3M | +5.7% | -9.7% | +15.4% | +10.9% |
| 6M | +13.3% | -6.1% | +19.4% | +16.2% |
| YTD | +18.4% | +0.5% | +17.9% | +16.9% |
| 1Y | +27.0% | +10.5% | +16.4% | +18.6% |
| 3Y | +79.3% | +41.7% | +37.6% | +43.2% |
| 5Y | +62.1% | +18.4% | +43.7% | +39.7% |
| 10Y | +160.3% | +289.8% | -129.5% | +8.1% |
| All | +172.5% | +742.0% | -569.5% | -40.6% |
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