+961.7%
DOV vs VO
+827.2%
+134.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.2% |
| 7D | -2.7% | -0.3% | -2.4% | -2.4% |
| 30D | -8.1% | -0.3% | -7.7% | -7.7% |
| 3M | -9.4% | +2.9% | -12.4% | -12.1% |
| 6M | -12.6% | +9.3% | -22.0% | -20.4% |
| YTD | -0.5% | +14.2% | -14.7% | -13.4% |
| 1Y | +9.2% | +15.3% | -6.0% | -5.9% |
| 3Y | +34.1% | +56.2% | -22.1% | -15.6% |
| 5Y | +17.3% | +42.4% | -25.2% | -19.0% |
| 10Y | +284.9% | +194.7% | +90.2% | +23.9% |
| All | +961.7% | +827.2% | +134.5% | +2.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling