+55.6%
VFC vs DOV
+21.2%
+34.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.9% | +4.8% |
| 7D | +21.5% | +2.2% | +19.2% | +19.3% |
| 30D | +46.7% | +11.2% | +35.5% | +34.4% |
| 3M | +38.4% | +1.6% | +36.8% | +36.6% |
| 6M | +15.2% | -3.2% | +18.4% | +17.5% |
| YTD | +17.8% | +9.7% | +8.1% | +0.8% |
| 1Y | +55.6% | +20.5% | +35.0% | +7.0% |
| All | +55.6% | +21.2% | +34.4% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling