+738.6%
IVV vs DOV
+827.5%
-88.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | 0.0% |
| 7D | -2.7% | -1.9% | -0.8% | -1.9% |
| 30D | -5.4% | +8.3% | -13.6% | -9.0% |
| 3M | -4.1% | -3.1% | -1.0% | -2.9% |
| 6M | +0.7% | -9.8% | +10.5% | +5.0% |
| YTD | +8.7% | +5.2% | +3.6% | +4.6% |
| 1Y | +11.0% | +15.3% | -4.4% | +1.9% |
| 3Y | +75.4% | +58.8% | +16.7% | +35.3% |
| 5Y | +68.3% | +26.6% | +41.8% | +43.1% |
| 10Y | +315.5% | +351.6% | -36.1% | +84.1% |
| All | +738.6% | +827.5% | -88.9% | +99.8% |
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