+309.6%
IVV vs DOV
+361.0%
-51.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +4.5% | -2.1% | +0.2% |
| 7D | +0.1% | -1.4% | +1.4% | +0.8% |
| 30D | -3.3% | +12.8% | -16.1% | -9.0% |
| 3M | -2.4% | +1.1% | -3.5% | -3.2% |
| 6M | +2.6% | -2.6% | +5.2% | +3.1% |
| YTD | +11.3% | +9.9% | +1.4% | +4.5% |
| 1Y | +13.4% | +19.3% | -5.9% | +2.0% |
| 3Y | +80.3% | +68.4% | +11.9% | +32.3% |
| 5Y | +72.7% | +29.1% | +43.6% | +43.0% |
| 10Y | +309.6% | +340.2% | -30.5% | +105.3% |
| All | +309.6% | +361.0% | -51.3% | +105.3% |
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