+67.1%
V vs DOV
+19.9%
+47.2%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.7% | -2.1% |
| 7D | -1.1% | +2.5% | -3.6% | -2.0% |
| 30D | +1.9% | -7.5% | +9.4% | +4.8% |
| 3M | +15.5% | -9.7% | +25.2% | +19.4% |
| 6M | +16.6% | -6.1% | +22.7% | +17.9% |
| YTD | +5.7% | +0.5% | +5.3% | +3.5% |
| 1Y | +8.6% | +10.5% | -2.0% | +1.6% |
| 3Y | +52.5% | +41.7% | +10.8% | +23.7% |
| 5Y | +67.1% | +18.4% | +48.7% | +45.4% |
| All | +67.1% | +19.9% | +47.2% | +45.4% |
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