-49.4%
VG vs DOV
+8.3%
-57.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -7.7% | -0.7% | -7.0% | -7.4% |
| 30D | -8.8% | +12.3% | -21.1% | -13.4% |
| 3M | -15.6% | +1.2% | -16.8% | -16.3% |
| 6M | +5.2% | -3.1% | +8.3% | +5.0% |
| YTD | +76.9% | +9.4% | +67.5% | +50.6% |
| 1Y | +42.5% | +17.6% | +24.9% | +10.3% |
| All | -49.4% | +8.3% | -57.6% | -53.2% |
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