+273.8%
ROIV vs DOV
+80.5%
+193.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.6% | +5.5% | +5.9% |
| 7D | +5.3% | -1.9% | +7.2% | +6.1% |
| 30D | +11.9% | +8.3% | +3.6% | +8.0% |
| 3M | +10.7% | -3.1% | +13.8% | +12.0% |
| 6M | +34.9% | -9.8% | +44.7% | +40.0% |
| YTD | +79.2% | +5.2% | +74.0% | +73.3% |
| 1Y | +89.0% | +15.3% | +73.7% | +75.4% |
| 3Y | +337.3% | +58.8% | +278.6% | +247.8% |
| 5Y | +402.3% | +26.6% | +375.8% | +294.7% |
| All | +273.8% | +80.5% | +193.4% | +194.9% |
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