+5.0%
LVS vs DOV
+29.1%
-24.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.6% |
| 7D | -0.8% | +3.0% | -3.8% | -2.6% |
| 30D | +10.0% | +8.6% | +1.4% | +4.5% |
| 3M | -11.0% | +1.9% | -12.9% | -12.3% |
| 6M | -20.1% | -1.7% | -18.5% | -20.7% |
| YTD | -36.3% | +8.3% | -44.7% | -41.2% |
| 1Y | -36.8% | +16.6% | -53.4% | -44.6% |
| 3Y | -9.5% | +65.1% | -74.7% | -38.7% |
| All | +5.0% | +29.1% | -24.1% | -14.5% |
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