+1,895.7%
TER vs DOV
+286.8%
+1,608.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.7% | +4.8% | +4.5% |
| 7D | +12.4% | +1.3% | +11.0% | +11.1% |
| 30D | +5.1% | -8.6% | +13.8% | +13.2% |
| 3M | +4.0% | -13.1% | +17.1% | +17.2% |
| 6M | +29.5% | -8.8% | +38.3% | +42.1% |
| YTD | +98.5% | -1.2% | +99.7% | +105.4% |
| 1Y | +234.1% | +10.7% | +223.4% | +216.0% |
| 3Y | +289.0% | +39.3% | +249.8% | +211.9% |
| 5Y | +228.2% | +16.4% | +211.7% | +198.1% |
| 10Y | +1,895.7% | +302.5% | +1,593.2% | +904.0% |
| All | +1,895.7% | +286.8% | +1,608.9% | +904.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling