+38.4%
VFC vs DOV
+15.9%
+22.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +3.0% | +3.1% |
| 7D | +1.6% | +3.0% | -1.4% | -0.7% |
| 30D | +25.5% | +8.6% | +16.9% | +17.3% |
| 3M | +41.3% | +1.9% | +39.4% | +39.0% |
| 6M | +22.2% | -1.7% | +23.9% | +22.5% |
| YTD | +16.4% | +8.3% | +8.1% | +0.8% |
| 1Y | +38.4% | +16.6% | +21.9% | +3.6% |
| All | +38.4% | +15.9% | +22.5% | +3.6% |
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 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