+617.4%
RVMD vs DOV
+79.0%
+538.4%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.0% | -2.2% | -1.8% |
| 7D | -1.2% | +2.5% | -3.7% | -2.6% |
| 30D | +1.1% | -7.5% | +8.6% | +5.6% |
| 3M | +39.6% | -9.7% | +49.3% | +46.9% |
| 6M | +110.7% | -6.1% | +116.8% | +115.1% |
| YTD | +160.3% | +0.5% | +159.8% | +153.3% |
| 1Y | +404.9% | +10.5% | +394.4% | +361.0% |
| 3Y | +545.5% | +41.7% | +503.8% | +399.9% |
| 5Y | +584.7% | +18.4% | +566.2% | +478.0% |
| All | +617.4% | +79.0% | +538.4% | +357.8% |
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