+776.1%
IVV vs DOV
+777.6%
-1.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.4% | -0.9% |
| 7D | +0.1% | -2.7% | +2.8% | +1.4% |
| 30D | +0.1% | -8.1% | +8.2% | +4.1% |
| 3M | +2.0% | -9.4% | +11.4% | +6.4% |
| 6M | +13.0% | -12.6% | +25.7% | +19.5% |
| YTD | +13.6% | -0.5% | +14.1% | +12.4% |
| 1Y | +20.1% | +9.2% | +10.8% | +13.0% |
| 3Y | +77.6% | +34.1% | +43.5% | +48.8% |
| 5Y | +82.5% | +17.3% | +65.2% | +61.1% |
| 10Y | +316.5% | +284.9% | +31.6% | +98.7% |
| All | +776.1% | +777.6% | -1.5% | +114.8% |
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