+409.6%
VUG vs DOV
+296.6%
+113.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.6% | +0.5% |
| 7D | -1.9% | -1.9% | +0.1% | -1.0% |
| 30D | -1.6% | -9.9% | +8.3% | +3.5% |
| 3M | +4.4% | -12.1% | +16.5% | +10.7% |
| 6M | +13.2% | -10.4% | +23.6% | +18.3% |
| YTD | +7.5% | -3.3% | +10.8% | +7.6% |
| 1Y | +12.5% | +7.8% | +4.7% | +6.0% |
| 3Y | +86.0% | +36.3% | +49.6% | +52.9% |
| 5Y | +76.5% | +14.8% | +61.7% | +55.8% |
| All | +409.6% | +296.6% | +113.0% | +186.4% |
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