+64.7%
IVZ vs DOV
+289.1%
-224.4%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.2% |
| 7D | +0.6% | -2.7% | +3.3% | +3.1% |
| 30D | +4.0% | -8.1% | +12.1% | +12.2% |
| 3M | +18.2% | -9.4% | +27.6% | +28.1% |
| 6M | +32.8% | -12.6% | +45.4% | +48.0% |
| YTD | +28.7% | -0.5% | +29.2% | +27.1% |
| 1Y | +55.4% | +9.2% | +46.1% | +39.0% |
| 3Y | +135.2% | +34.1% | +101.1% | +72.7% |
| 5Y | +64.2% | +17.3% | +46.9% | +36.3% |
| All | +64.7% | +289.1% | -224.4% | -41.7% |
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 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