+50.0%
VG vs DOV
+14.1%
+35.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.6% | +0.4% |
| 7D | -22.0% | -1.9% | -20.2% | -22.5% |
| 30D | -11.6% | +8.3% | -19.9% | -7.7% |
| 3M | -14.9% | -3.1% | -11.8% | -16.4% |
| 6M | -3.5% | -9.8% | +6.3% | -5.8% |
| YTD | +70.0% | +5.2% | +64.8% | +68.7% |
| 1Y | +50.0% | +15.3% | +34.7% | +44.8% |
| All | +50.0% | +14.1% | +35.9% | +44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling