+6.4%
LVS vs DOV
+14.8%
-8.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | 0.0% |
| 7D | -3.5% | -2.0% | -1.5% | -2.3% |
| 30D | -6.2% | -8.9% | +2.7% | -1.1% |
| 3M | -14.8% | -13.3% | -1.6% | -8.4% |
| 6M | -20.9% | -9.7% | -11.2% | -17.9% |
| YTD | -33.0% | -2.5% | -30.6% | -34.0% |
| 1Y | -20.0% | +7.2% | -27.3% | -26.2% |
| 3Y | -6.9% | +39.4% | -46.3% | -29.3% |
| All | +6.4% | +14.8% | -8.4% | -6.9% |
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