+57.0%
DOV vs VLTO
+55.4%
+1.7%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.0% |
| 7D | +3.4% | +0.8% | +2.6% | +3.1% |
| 30D | +8.8% | +18.7% | -9.9% | +2.2% |
| 3M | +0.9% | +21.7% | -20.8% | -6.1% |
| 6M | -2.8% | +35.8% | -38.7% | -13.8% |
| YTD | +8.1% | +18.3% | -10.2% | +1.3% |
| 1Y | +15.2% | +20.9% | -5.7% | +6.7% |
| 3Y | +64.5% | +68.8% | -4.3% | +38.4% |
| All | +57.0% | +55.4% | +1.7% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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