+583.5%
RVMD vs DOV
+13.3%
+570.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.1% | 0.0% | -0.8% |
| 7D | -3.6% | -1.9% | -1.6% | -2.4% |
| 30D | -1.1% | -9.9% | +8.8% | +5.3% |
| 3M | +41.0% | -12.1% | +53.1% | +51.2% |
| 6M | +105.7% | -10.4% | +116.1% | +116.1% |
| YTD | +155.3% | -3.3% | +158.6% | +152.4% |
| 1Y | +402.7% | +7.8% | +394.9% | +357.8% |
| 3Y | +533.1% | +36.3% | +496.8% | +369.8% |
| 5Y | +583.5% | +14.8% | +568.7% | +435.6% |
| All | +583.5% | +13.3% | +570.2% | +435.6% |
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