+135.1%
VGT vs DOV
+13.3%
+121.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.1% | +1.1% | +0.2% |
| 7D | -1.0% | -1.9% | +0.9% | +0.1% |
| 30D | -0.4% | -9.9% | +9.4% | +5.7% |
| 3M | +6.6% | -12.1% | +18.7% | +14.5% |
| 6M | +31.0% | -10.4% | +41.5% | +38.2% |
| YTD | +27.2% | -3.3% | +30.6% | +27.3% |
| 1Y | +34.5% | +7.8% | +26.7% | +24.7% |
| 3Y | +123.1% | +36.3% | +86.8% | +73.5% |
| 5Y | +135.1% | +14.8% | +120.3% | +96.8% |
| All | +135.1% | +13.3% | +121.8% | +96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling