+2,263.1%
VGT vs DOV
+988.3%
+1,274.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.1% | -0.7% |
| 7D | +1.8% | +2.5% | -0.7% | +0.5% |
| 30D | -0.3% | -7.5% | +7.2% | +3.8% |
| 3M | +3.4% | -9.7% | +13.0% | +8.6% |
| 6M | +35.0% | -6.1% | +41.1% | +38.4% |
| YTD | +28.8% | +0.5% | +28.3% | +26.9% |
| 1Y | +38.0% | +10.5% | +27.5% | +28.5% |
| 3Y | +125.8% | +41.7% | +84.1% | +82.7% |
| 5Y | +134.7% | +18.4% | +116.3% | +107.1% |
| 10Y | +792.6% | +289.8% | +502.8% | +305.9% |
| All | +2,263.1% | +988.3% | +1,274.8% | +432.6% |
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