+973.2%
IGV vs DOV
+1,180.8%
-207.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.9% | -3.2% | -2.7% |
| 7D | -4.5% | -2.7% | -1.8% | -3.1% |
| 30D | +3.2% | -8.1% | +11.3% | +7.9% |
| 3M | +4.5% | -9.4% | +13.9% | +9.3% |
| 6M | +22.1% | -12.6% | +34.7% | +28.7% |
| YTD | -1.0% | -0.5% | -0.6% | -3.4% |
| 1Y | -2.1% | +9.2% | -11.4% | -9.7% |
| 3Y | +44.6% | +34.1% | +10.5% | +17.4% |
| 5Y | +22.2% | +17.3% | +4.9% | +6.1% |
| 10Y | +364.7% | +284.9% | +79.8% | +91.9% |
| All | +973.2% | +1,180.8% | -207.6% | +70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling