+293.8%
TRV vs DOV
+296.6%
-2.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.7% | +1.5% |
| 7D | -1.5% | -1.9% | +0.5% | -0.7% |
| 30D | -1.8% | -9.9% | +8.1% | +2.8% |
| 3M | +21.6% | -12.1% | +33.7% | +27.9% |
| 6M | +22.5% | -10.4% | +32.9% | +27.0% |
| YTD | +28.1% | -3.3% | +31.5% | +27.8% |
| 1Y | +37.0% | +7.8% | +29.3% | +29.1% |
| 3Y | +141.9% | +36.3% | +105.6% | +96.9% |
| 5Y | +158.5% | +14.8% | +143.7% | +125.0% |
| All | +293.8% | +296.6% | -2.8% | +112.2% |
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