+39.7%
LVS vs DOV
+1,006.2%
-966.4%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.5% |
| 7D | -0.8% | +3.0% | -3.8% | -3.4% |
| 30D | +10.0% | +8.6% | +1.4% | +2.2% |
| 3M | -11.0% | +1.9% | -12.9% | -13.0% |
| 6M | -20.1% | -1.7% | -18.5% | -21.1% |
| YTD | -36.3% | +8.3% | -44.7% | -42.8% |
| 1Y | -36.8% | +16.6% | -53.4% | -46.8% |
| 3Y | -9.5% | +65.1% | -74.7% | -45.2% |
| 5Y | +9.3% | +29.2% | -19.9% | -20.2% |
| 10Y | -11.0% | +329.7% | -340.6% | -80.2% |
| All | +39.7% | +1,006.2% | -966.4% | -90.5% |
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 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