+1,234.3%
VFC vs DOV
+6,499.6%
-5,265.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.2% |
| 7D | -1.4% | +3.4% | -4.8% | -3.1% |
| 30D | +24.6% | +8.8% | +15.8% | +19.1% |
| 3M | +38.4% | +0.9% | +37.5% | +37.7% |
| 6M | +15.3% | -2.8% | +18.1% | +16.9% |
| YTD | +12.7% | +8.1% | +4.7% | +8.1% |
| 1Y | +32.7% | +15.2% | +17.4% | +23.3% |
| 3Y | +43.7% | +64.5% | -20.9% | +16.1% |
| 5Y | -69.2% | +28.9% | -98.0% | -71.8% |
| 10Y | -50.0% | +328.7% | -378.7% | -72.7% |
| All | +1,234.3% | +6,499.6% | -5,265.3% | +155.5% |
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