+484.0%
V vs DOV
+325.7%
+158.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +0.9% | +3.0% | -2.1% | -0.6% |
| 30D | +9.0% | +8.6% | +0.4% | +4.5% |
| 3M | +16.7% | +1.9% | +14.9% | +15.3% |
| 6M | +33.4% | -1.7% | +35.1% | +33.0% |
| YTD | +22.4% | +8.3% | +14.0% | +14.9% |
| 1Y | +27.7% | +16.6% | +11.1% | +15.4% |
| 3Y | +78.0% | +65.1% | +12.9% | +29.1% |
| 5Y | +108.5% | +29.2% | +79.3% | +69.9% |
| All | +484.0% | +325.7% | +158.3% | +188.0% |
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