+5,511.5%
DOV vs VICR
+11,731.3%
-6,219.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.9% | +3.2% | -0.9% |
| 7D | +1.3% | +1.3% | +0.1% | +1.1% |
| 30D | -8.6% | -11.9% | +3.3% | -7.2% |
| 3M | -13.1% | -35.1% | +22.0% | -8.8% |
| 6M | -8.8% | +8.1% | -17.0% | -13.7% |
| YTD | -1.2% | +67.8% | -69.0% | -13.7% |
| 1Y | +10.7% | +267.3% | -256.6% | -16.0% |
| 3Y | +39.3% | +191.2% | -151.9% | +3.6% |
| 5Y | +16.4% | +48.1% | -31.6% | -10.9% |
| 10Y | +302.5% | +1,546.1% | -1,243.6% | +94.3% |
| All | +5,511.5% | +11,731.3% | -6,219.8% | +1,834.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling