+328.2%
DOV vs RVTY
+216.9%
+111.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +3.4% | +4.1% | -0.7% | +1.9% |
| 30D | +8.8% | +1.3% | +7.5% | +7.9% |
| 3M | +0.9% | +33.3% | -32.3% | -10.7% |
| 6M | -2.8% | +58.3% | -61.1% | -20.5% |
| YTD | +8.1% | +62.7% | -54.6% | -13.7% |
| 1Y | +15.2% | +67.2% | -52.0% | -9.2% |
| 3Y | +64.5% | +87.3% | -22.8% | +19.1% |
| 5Y | +28.9% | -13.4% | +42.3% | +27.3% |
| All | +328.2% | +216.9% | +111.3% | +112.5% |
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