+298.8%
ROIV vs DOV
+72.4%
+226.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | +1.0% | +17.8% | +18.3% |
| 7D | +20.2% | +2.5% | +17.6% | +19.0% |
| 30D | +14.1% | -7.5% | +21.7% | +18.0% |
| 3M | +45.6% | -9.7% | +55.3% | +51.3% |
| 6M | +44.1% | -6.1% | +50.2% | +46.8% |
| YTD | +91.2% | +0.5% | +90.7% | +88.9% |
| 1Y | +221.3% | +10.5% | +210.8% | +203.4% |
| 3Y | +229.2% | +41.7% | +187.5% | +175.1% |
| 5Y | +316.5% | +18.4% | +298.0% | +236.9% |
| All | +298.8% | +72.4% | +226.5% | +221.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling