+302.4%
ROIV vs DOV
+88.0%
+214.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +9.5% | -0.1% | +9.6% | +9.6% |
| 30D | +21.0% | +11.3% | +9.7% | +15.5% |
| 3M | +18.7% | +2.2% | +16.5% | +17.5% |
| 6M | +44.5% | -2.9% | +47.4% | +45.4% |
| YTD | +92.9% | +9.6% | +83.2% | +83.4% |
| 1Y | +100.2% | +16.7% | +83.6% | +85.1% |
| 3Y | +375.0% | +66.9% | +308.2% | +270.1% |
| 5Y | +435.2% | +32.0% | +403.2% | +313.2% |
| All | +302.4% | +88.0% | +214.4% | +212.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling