+995.4%
TER vs DOV
+325.7%
+669.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.6% |
| 7D | +14.4% | +3.0% | +11.4% | +11.9% |
| 30D | -30.6% | +8.6% | -39.2% | -34.8% |
| 3M | -39.2% | +1.9% | -41.0% | -39.8% |
| 6M | -31.3% | -1.7% | -29.6% | -29.5% |
| YTD | +29.1% | +8.3% | +20.7% | +24.4% |
| 1Y | +47.4% | +16.6% | +30.9% | +34.1% |
| 3Y | +191.2% | +65.1% | +126.1% | +104.1% |
| 5Y | +74.0% | +29.2% | +44.8% | +45.6% |
| All | +995.4% | +325.7% | +669.8% | +446.6% |
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 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