+356.3%
IGV vs DOV
+296.6%
+59.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.1% | +1.5% | +0.4% |
| 7D | -5.4% | -1.9% | -3.4% | -4.6% |
| 30D | -2.6% | -9.9% | +7.3% | +2.1% |
| 3M | +10.5% | -12.1% | +22.6% | +16.5% |
| 6M | +18.2% | -10.4% | +28.6% | +22.2% |
| YTD | -4.2% | -3.3% | -0.9% | -5.2% |
| 1Y | -9.8% | +7.8% | -17.6% | -15.9% |
| 3Y | +39.1% | +36.3% | +2.8% | +14.3% |
| 5Y | +21.2% | +14.8% | +6.4% | +6.6% |
| All | +356.3% | +296.6% | +59.7% | +162.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling