-50.2%
VG vs DOV
+8.8%
-59.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.5% | -2.1% | +0.5% |
| 7D | -8.3% | -1.4% | -7.0% | -7.8% |
| 30D | -10.3% | +12.8% | -23.1% | -15.0% |
| 3M | -10.8% | +1.1% | -11.9% | -11.4% |
| 6M | +3.5% | -2.6% | +6.1% | +3.1% |
| YTD | +74.0% | +9.9% | +64.1% | +47.8% |
| 1Y | +48.9% | +19.3% | +29.6% | +13.7% |
| All | -50.2% | +8.8% | -59.0% | -54.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling