+1,281.6%
VFC vs DOV
+6,579.3%
-5,297.7%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +3.5% | -0.7% | +4.2% | +3.8% |
| 30D | +38.3% | +12.3% | +26.0% | +30.0% |
| 3M | +40.2% | +1.2% | +39.0% | +39.3% |
| 6M | +10.6% | -3.1% | +13.7% | +12.3% |
| YTD | +16.7% | +9.4% | +7.4% | +11.2% |
| 1Y | +45.0% | +17.6% | +27.4% | +33.3% |
| 3Y | +48.8% | +66.5% | -17.7% | +19.4% |
| 5Y | -67.6% | +29.0% | -96.6% | -70.3% |
| 10Y | -47.5% | +329.8% | -377.4% | -71.5% |
| All | +1,281.6% | +6,579.3% | -5,297.7% | +162.8% |
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