+150.1%
VXUS vs DOV
+286.8%
-136.7%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | 0.0% |
| 7D | +0.3% | +1.3% | -1.0% | -0.3% |
| 30D | +0.7% | -8.6% | +9.3% | +4.5% |
| 3M | +4.8% | -13.1% | +17.9% | +10.8% |
| 6M | +11.3% | -8.8% | +20.1% | +15.1% |
| YTD | +16.5% | -1.2% | +17.7% | +16.2% |
| 1Y | +24.3% | +10.7% | +13.6% | +17.6% |
| 3Y | +74.5% | +39.3% | +35.2% | +46.2% |
| 5Y | +54.3% | +16.4% | +37.9% | +37.4% |
| 10Y | +150.1% | +302.5% | -152.4% | +40.7% |
| All | +150.1% | +286.8% | -136.7% | +40.7% |
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