+62.5%
VWO vs DOV
+37.0%
+25.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -1.8% | -2.0% | +0.2% | -1.1% |
| 30D | -0.1% | -8.9% | +8.8% | +2.9% |
| 3M | +2.2% | -13.3% | +15.5% | +6.8% |
| 6M | +8.8% | -9.7% | +18.4% | +11.8% |
| YTD | +12.4% | -2.5% | +14.8% | +12.7% |
| 1Y | +15.6% | +7.2% | +8.3% | +12.3% |
| 3Y | +62.5% | +39.4% | +23.1% | +40.8% |
| All | +62.5% | +37.0% | +25.5% | +40.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling