+18.4%
DOV vs VO
+43.2%
-24.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.5% | +1.6% |
| 7D | +2.5% | +0.6% | +1.9% | +1.8% |
| 30D | -7.5% | -1.1% | -6.5% | -6.5% |
| 3M | -9.7% | +4.5% | -14.2% | -13.8% |
| 6M | -6.1% | +11.1% | -17.1% | -15.8% |
| YTD | +0.5% | +13.5% | -13.1% | -11.9% |
| 1Y | +10.5% | +14.5% | -4.0% | -4.0% |
| 3Y | +41.7% | +58.1% | -16.4% | -9.9% |
| 5Y | +18.4% | +43.3% | -24.8% | -17.8% |
| All | +18.4% | +43.2% | -24.8% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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