+389.2%
ROIV vs DOV
+29.1%
+360.2%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | +1.7% | +3.0% | -1.3% | +0.3% |
| 30D | +17.6% | +8.6% | +9.0% | +12.9% |
| 3M | +9.0% | +1.9% | +7.1% | +7.8% |
| 6M | +35.3% | -1.7% | +37.0% | +35.4% |
| YTD | +82.2% | +8.3% | +73.8% | +72.7% |
| 1Y | +92.3% | +16.6% | +75.7% | +75.2% |
| 3Y | +336.8% | +65.1% | +271.7% | +220.1% |
| All | +389.2% | +29.1% | +360.2% | +259.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling