+235.9%
ROIV vs DOV
+70.7%
+165.1%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | +0.6% | -2.7% | +3.3% | +1.8% |
| 30D | +1.0% | -8.1% | +9.0% | +4.6% |
| 3M | +18.3% | -9.4% | +27.7% | +22.7% |
| 6M | +18.3% | -12.6% | +30.9% | +24.2% |
| YTD | +61.0% | -0.5% | +61.4% | +59.6% |
| 1Y | +177.9% | +9.2% | +168.6% | +163.5% |
| 3Y | +199.1% | +34.1% | +164.9% | +155.5% |
| 5Y | +250.7% | +17.3% | +233.4% | +184.7% |
| All | +235.9% | +70.7% | +165.1% | +171.6% |
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 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