+59.7%
VIK vs DOV
+21.2%
+38.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.5% |
| 7D | +5.4% | +2.2% | +3.2% | +3.7% |
| 30D | +12.5% | +11.2% | +1.3% | +4.3% |
| 3M | -15.2% | +1.6% | -16.8% | -16.2% |
| 6M | +15.4% | -3.2% | +18.6% | +17.7% |
| YTD | +27.7% | +9.7% | +17.9% | +17.5% |
| 1Y | +59.7% | +20.5% | +39.2% | +32.3% |
| All | +59.7% | +21.2% | +38.5% | +32.3% |
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