+38.8%
IGV vs DOV
+65.5%
-26.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +2.3% | +3.0% | -0.7% | +1.3% |
| 30D | -6.0% | +8.6% | -14.6% | -8.8% |
| 3M | -4.8% | +1.9% | -6.7% | -5.6% |
| 6M | +14.2% | -1.7% | +15.9% | +13.9% |
| YTD | -4.2% | +8.3% | -12.6% | -10.6% |
| 1Y | -5.3% | +16.6% | -21.8% | -15.3% |
| 3Y | +38.8% | +65.1% | -26.3% | +7.6% |
| All | +38.8% | +65.5% | -26.8% | +7.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling