+52.8%
DOV vs VLTO
+54.8%
-2.0%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.2% | +0.5% |
| 7D | -1.9% | +5.4% | -7.3% | -3.7% |
| 30D | +8.3% | +22.3% | -14.0% | +0.6% |
| 3M | -3.1% | +19.6% | -22.7% | -9.3% |
| 6M | -9.8% | +35.2% | -45.0% | -19.9% |
| YTD | +5.2% | +17.9% | -12.7% | -1.3% |
| 1Y | +15.3% | +19.5% | -4.2% | +7.3% |
| 3Y | +58.8% | +73.9% | -15.2% | +32.5% |
| All | +52.8% | +54.8% | -2.0% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling