+48.8%
VFC vs DOV
+66.8%
-18.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.2% |
| 7D | +3.5% | -0.7% | +4.2% | +4.1% |
| 30D | +38.3% | +12.3% | +26.0% | +20.8% |
| 3M | +40.2% | +1.2% | +39.0% | +37.8% |
| 6M | +10.6% | -3.1% | +13.7% | +13.0% |
| YTD | +16.7% | +9.4% | +7.4% | +0.7% |
| 1Y | +45.0% | +17.6% | +27.4% | +14.0% |
| 3Y | +48.8% | +66.5% | -17.7% | -45.7% |
| All | +48.8% | +66.8% | -18.0% | -45.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling