+1,142.9%
RSP vs DOV
+1,607.8%
-464.8%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.2% |
| 7D | +0.7% | -0.7% | +1.5% | +1.1% |
| 30D | +3.7% | +12.3% | -8.6% | -3.0% |
| 3M | +0.7% | +1.2% | -0.5% | -0.3% |
| 6M | +9.0% | -3.1% | +12.1% | +9.8% |
| YTD | +16.7% | +9.4% | +7.3% | +9.0% |
| 1Y | +19.0% | +17.6% | +1.3% | +6.6% |
| 3Y | +64.7% | +66.5% | -1.8% | +18.3% |
| 5Y | +49.6% | +29.0% | +20.6% | +22.4% |
| 10Y | +213.2% | +329.8% | -116.7% | +24.8% |
| All | +1,142.9% | +1,607.8% | -464.8% | +91.4% |
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