+18.5%
DOV vs VSAT
+55.7%
-37.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.2% | -2.3% | +0.6% |
| 7D | +2.5% | +17.3% | -14.8% | +0.9% |
| 30D | -7.5% | -3.3% | -4.2% | -7.3% |
| 3M | -9.7% | +18.7% | -28.4% | -12.1% |
| 6M | -6.1% | +77.6% | -83.6% | -12.9% |
| YTD | +0.5% | +125.6% | -125.1% | -9.7% |
| 1Y | +10.5% | +158.3% | -147.8% | -2.6% |
| 3Y | +41.7% | +226.1% | -184.4% | +13.6% |
| All | +18.5% | +55.7% | -37.3% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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