+800.0%
VGT vs DOV
+300.2%
+499.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.7% |
| 7D | -0.2% | -2.0% | +1.8% | +0.9% |
| 30D | -0.4% | -8.9% | +8.5% | +4.6% |
| 3M | +4.4% | -13.3% | +17.7% | +12.4% |
| 6M | +32.1% | -9.7% | +41.7% | +38.2% |
| YTD | +28.8% | -2.5% | +31.2% | +28.7% |
| 1Y | +35.3% | +7.2% | +28.1% | +27.6% |
| 3Y | +124.8% | +39.4% | +85.4% | +81.3% |
| 5Y | +137.9% | +15.8% | +122.1% | +109.0% |
| All | +800.0% | +300.2% | +499.8% | +392.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling