+292.2%
DOV vs EFV
+169.9%
+122.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.2% | -0.2% |
| 7D | -2.0% | -0.8% | -1.2% | -1.2% |
| 30D | -8.9% | +0.6% | -9.5% | -9.5% |
| 3M | -13.3% | +7.5% | -20.8% | -19.4% |
| 6M | -9.7% | +13.0% | -22.7% | -20.4% |
| YTD | -2.5% | +18.3% | -20.8% | -18.0% |
| 1Y | +7.2% | +26.7% | -19.5% | -16.0% |
| 3Y | +39.4% | +89.6% | -50.2% | -28.6% |
| 5Y | +15.8% | +98.2% | -82.4% | -43.6% |
| All | +292.2% | +169.9% | +122.3% | +35.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling