+941.2%
IGV vs DOV
+1,290.9%
-349.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.4% | +0.6% | 0.0% |
| 7D | +2.5% | +3.4% | -0.9% | +0.6% |
| 30D | -8.6% | +8.8% | -17.4% | -12.8% |
| 3M | -1.6% | +0.9% | -2.5% | -2.5% |
| 6M | +13.4% | -2.8% | +16.3% | +13.7% |
| YTD | -4.0% | +8.1% | -12.1% | -10.6% |
| 1Y | -7.6% | +15.2% | -22.9% | -17.1% |
| 3Y | +39.3% | +64.5% | -25.3% | +1.0% |
| 5Y | +14.5% | +28.9% | -14.4% | -5.7% |
| 10Y | +358.7% | +328.7% | +30.0% | +79.4% |
| All | +941.2% | +1,290.9% | -349.8% | +57.5% |
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