+402.8%
VUG vs DOV
+325.7%
+77.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | +2.5% | +3.0% | -0.5% | +1.0% |
| 30D | -6.3% | +8.6% | -14.9% | -10.1% |
| 3M | -6.0% | +1.9% | -7.9% | -7.1% |
| 6M | -3.5% | -1.7% | -1.9% | -3.5% |
| YTD | +3.9% | +8.3% | -4.4% | -1.8% |
| 1Y | +5.1% | +16.6% | -11.5% | -4.6% |
| 3Y | +77.9% | +65.1% | +12.7% | +32.0% |
| 5Y | +62.4% | +29.2% | +33.2% | +34.7% |
| All | +402.8% | +325.7% | +77.2% | +164.9% |
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