+454.5%
V vs DOV
+333.6%
+120.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.4% |
| 7D | +0.6% | -0.7% | +1.3% | +0.9% |
| 30D | +9.7% | +12.3% | -2.5% | +3.6% |
| 3M | +17.3% | +1.2% | +16.1% | +16.3% |
| 6M | +33.2% | -3.1% | +36.3% | +33.8% |
| YTD | +21.3% | +9.4% | +11.9% | +13.4% |
| 1Y | +27.3% | +17.6% | +9.7% | +14.6% |
| 3Y | +76.1% | +66.5% | +9.5% | +27.2% |
| 5Y | +103.5% | +29.0% | +74.4% | +66.1% |
| 10Y | +454.5% | +329.8% | +124.6% | +171.3% |
| All | +454.5% | +333.6% | +120.9% | +171.3% |
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