+3,313.2%
V vs DOV
+965.7%
+2,347.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +3.5% |
| 3M | +17.3% | +1.2% | +16.1% | +16.2% |
| 6M | +33.2% | -3.1% | +36.3% | +33.7% |
| YTD | +21.3% | +9.4% | +11.9% | +13.6% |
| 1Y | +27.3% | +17.6% | +9.7% | +14.9% |
| 3Y | +76.1% | +66.5% | +9.5% | +29.5% |
| 5Y | +103.5% | +29.0% | +74.4% | +67.7% |
| 10Y | +454.5% | +329.8% | +124.6% | +139.7% |
| All | +3,313.2% | +965.7% | +2,347.5% | +811.3% |
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 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