+2,926.4%
V vs DOV
+869.6%
+2,056.8%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.4% |
| 7D | -1.7% | -2.7% | +1.0% | -0.4% |
| 30D | +2.0% | -8.1% | +10.0% | +6.2% |
| 3M | +17.4% | -9.4% | +26.8% | +22.3% |
| 6M | +17.5% | -12.6% | +30.1% | +23.7% |
| YTD | +7.6% | -0.5% | +8.1% | +5.8% |
| 1Y | +7.7% | +9.2% | -1.5% | +0.5% |
| 3Y | +54.7% | +34.1% | +20.5% | +26.9% |
| 5Y | +73.0% | +17.3% | +55.8% | +49.7% |
| 10Y | +390.9% | +284.9% | +105.9% | +123.4% |
| All | +2,926.4% | +869.6% | +2,056.8% | +748.6% |
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