+291.1%
ROIV vs DOV
+88.5%
+202.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.5% | +0.1% | +2.7% |
| 7D | +13.3% | -1.4% | +14.7% | +14.0% |
| 30D | +14.8% | +12.8% | +2.0% | +8.9% |
| 3M | +11.9% | +1.1% | +10.8% | +11.2% |
| 6M | +42.4% | -2.6% | +45.0% | +43.1% |
| YTD | +87.4% | +9.9% | +77.5% | +78.0% |
| 1Y | +97.2% | +19.3% | +77.9% | +80.5% |
| 3Y | +375.7% | +68.4% | +307.3% | +269.3% |
| 5Y | +379.0% | +29.1% | +349.9% | +268.6% |
| All | +291.1% | +88.5% | +202.5% | +203.0% |
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