+302.5%
DOV vs RVTY
+134.6%
+167.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.8% | -0.7% |
| 7D | +1.3% | -5.4% | +6.7% | +3.5% |
| 30D | -8.6% | +6.7% | -15.4% | -11.2% |
| 3M | -13.1% | +19.0% | -32.2% | -19.7% |
| 6M | -8.8% | +34.6% | -43.5% | -20.6% |
| YTD | -1.2% | +28.3% | -29.5% | -12.8% |
| 1Y | +10.7% | +46.0% | -35.3% | -8.0% |
| 3Y | +39.3% | +16.9% | +22.4% | +22.5% |
| 5Y | +16.4% | -32.9% | +49.4% | +28.1% |
| 10Y | +302.5% | +141.6% | +160.8% | +116.2% |
| All | +302.5% | +134.6% | +167.9% | +116.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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