+225.7%
VIK vs DOV
+8.4%
+217.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.5% |
| 7D | -0.9% | -2.0% | +1.1% | +0.6% |
| 30D | -18.4% | -8.9% | -9.5% | -12.4% |
| 3M | -8.8% | -13.3% | +4.5% | +1.0% |
| 6M | +17.1% | -9.7% | +26.8% | +25.9% |
| YTD | +19.0% | -2.5% | +21.5% | +19.9% |
| 1Y | +30.1% | +7.2% | +22.9% | +21.2% |
| All | +225.7% | +8.4% | +217.4% | +194.7% |
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