+83.1%
IVV vs DOV
+17.7%
+65.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.8% |
| 7D | +0.1% | -2.7% | +2.8% | +1.3% |
| 30D | +0.1% | -8.1% | +8.2% | +4.0% |
| 3M | +2.0% | -9.4% | +11.4% | +6.2% |
| 6M | +13.0% | -12.6% | +25.7% | +19.3% |
| YTD | +13.6% | -0.5% | +14.1% | +12.0% |
| 1Y | +20.1% | +9.2% | +10.8% | +12.5% |
| 3Y | +77.6% | +34.1% | +43.5% | +45.8% |
| All | +83.1% | +17.7% | +65.3% | +53.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling