+225.9%
VIK vs DOV
+9.7%
+216.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.7% | -2.1% |
| 7D | -0.8% | +1.3% | -2.1% | -1.8% |
| 30D | -18.0% | -8.6% | -9.4% | -12.2% |
| 3M | -5.8% | -13.1% | +7.3% | +4.3% |
| 6M | +17.2% | -8.8% | +26.0% | +25.1% |
| YTD | +19.1% | -1.2% | +20.4% | +18.9% |
| 1Y | +33.6% | +10.7% | +22.9% | +21.2% |
| All | +225.9% | +9.7% | +216.2% | +192.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling