+55.3%
V vs DOV
+39.5%
+15.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.2% |
| 7D | -1.7% | -2.7% | +1.0% | -1.0% |
| 30D | +2.0% | -8.1% | +10.0% | +4.2% |
| 3M | +17.4% | -9.4% | +26.8% | +19.9% |
| 6M | +17.5% | -12.6% | +30.1% | +20.9% |
| YTD | +7.6% | -0.5% | +8.1% | +5.7% |
| 1Y | +7.7% | +9.2% | -1.5% | +2.5% |
| All | +55.3% | +39.5% | +15.7% | +38.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling