+41.0%
CVS vs DOV
+296.6%
-255.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.6% |
| 7D | -2.0% | -1.9% | 0.0% | -1.3% |
| 30D | +1.9% | -9.9% | +11.8% | +5.6% |
| 3M | -2.2% | -12.1% | +9.9% | +1.9% |
| 6M | +26.7% | -10.4% | +37.2% | +30.7% |
| YTD | +22.9% | -3.3% | +26.2% | +22.9% |
| 1Y | +32.9% | +7.8% | +25.1% | +27.4% |
| 3Y | +62.3% | +36.3% | +26.0% | +39.6% |
| 5Y | +34.2% | +14.8% | +19.4% | +20.9% |
| All | +41.0% | +296.6% | -255.6% | -13.0% |
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