+3,310.4%
V vs DOV
+924.7%
+2,385.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | +2.2% | -1.9% | +4.1% | +3.1% |
| 30D | +13.6% | +8.3% | +5.3% | +9.1% |
| 3M | +14.3% | -3.1% | +17.4% | +15.7% |
| 6M | +33.1% | -9.8% | +42.9% | +38.5% |
| YTD | +21.2% | +5.2% | +16.1% | +15.8% |
| 1Y | +26.4% | +15.3% | +11.1% | +15.2% |
| 3Y | +77.6% | +58.8% | +18.8% | +33.8% |
| 5Y | +102.6% | +26.6% | +76.0% | +68.5% |
| 10Y | +464.4% | +351.6% | +112.8% | +137.9% |
| All | +3,310.4% | +924.7% | +2,385.6% | +828.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling