+387.0%
VNQ vs DOV
+1,041.5%
-654.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | 0.0% |
| 7D | -0.9% | +1.3% | -2.2% | -1.7% |
| 30D | -2.2% | -8.6% | +6.4% | +3.2% |
| 3M | -1.9% | -13.1% | +11.2% | +5.9% |
| 6M | +3.2% | -8.8% | +12.1% | +7.6% |
| YTD | +9.4% | -1.2% | +10.6% | +8.0% |
| 1Y | +7.5% | +10.7% | -3.2% | -1.8% |
| 3Y | +31.1% | +39.3% | -8.2% | +0.4% |
| 5Y | +6.6% | +16.4% | -9.9% | -10.5% |
| 10Y | +63.9% | +302.5% | -238.5% | -44.4% |
| All | +387.0% | +1,041.5% | -654.5% | -39.3% |
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