+956.0%
DOV vs EFV
+256.4%
+699.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.6% |
| 7D | +2.5% | +1.0% | +1.6% | +1.6% |
| 30D | -7.5% | +0.2% | -7.7% | -7.7% |
| 3M | -9.7% | +9.6% | -19.3% | -16.7% |
| 6M | -6.1% | +14.0% | -20.1% | -16.5% |
| YTD | +0.5% | +18.5% | -18.0% | -13.7% |
| 1Y | +10.5% | +27.9% | -17.4% | -11.4% |
| 3Y | +41.7% | +92.4% | -50.7% | -21.4% |
| 5Y | +18.4% | +97.2% | -78.7% | -35.7% |
| 10Y | +289.8% | +163.0% | +126.7% | +66.7% |
| All | +956.0% | +256.4% | +699.7% | +244.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling