+52.3%
LVS vs DOV
+916.3%
-864.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.3% | -1.1% |
| 7D | -1.5% | -2.7% | +1.2% | +0.7% |
| 30D | -3.2% | -8.1% | +4.9% | +3.6% |
| 3M | -12.0% | -9.4% | -2.6% | -6.0% |
| 6M | -19.9% | -12.6% | -7.3% | -13.1% |
| YTD | -30.6% | -0.5% | -30.2% | -32.7% |
| 1Y | -17.7% | +9.2% | -27.0% | -26.5% |
| 3Y | -14.2% | +34.1% | -48.3% | -37.7% |
| 5Y | +9.6% | +17.3% | -7.6% | -13.1% |
| 10Y | +5.7% | +284.9% | -279.3% | -74.5% |
| All | +52.3% | +916.3% | -864.0% | -88.8% |
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