+14.8%
DOV vs VICR
+42.6%
-27.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.2% | +1.0% | -1.7% |
| 7D | -1.9% | -0.4% | -1.5% | -1.9% |
| 30D | -9.9% | -15.6% | +5.7% | -8.3% |
| 3M | -12.1% | -35.4% | +23.3% | -8.6% |
| 6M | -10.4% | +1.3% | -11.7% | -13.7% |
| YTD | -3.3% | +62.5% | -65.8% | -13.1% |
| 1Y | +7.8% | +255.5% | -247.7% | -13.7% |
| 3Y | +36.3% | +182.0% | -145.7% | +7.1% |
| 5Y | +14.8% | +42.9% | -28.1% | -10.7% |
| All | +14.8% | +42.6% | -27.8% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 5y: compounded portfolio wealth divided by compounded VICR 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…
5y analysis · Full analysis span regression · 6 months rolling