+158.5%
TRV vs DOV
+13.3%
+145.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.1% | +2.7% | +1.1% |
| 7D | -1.5% | -1.9% | +0.5% | -1.0% |
| 30D | -1.8% | -9.9% | +8.1% | +1.1% |
| 3M | +21.6% | -12.1% | +33.7% | +25.5% |
| 6M | +22.5% | -10.4% | +32.9% | +25.4% |
| YTD | +28.1% | -3.3% | +31.5% | +27.7% |
| 1Y | +37.0% | +7.8% | +29.3% | +31.5% |
| 3Y | +141.9% | +36.3% | +105.6% | +111.3% |
| 5Y | +158.5% | +14.8% | +143.7% | +138.8% |
| All | +158.5% | +13.3% | +145.2% | +138.8% |
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 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