+221.9%
VIK vs DOV
+7.4%
+214.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | +0.4% |
| 7D | -1.8% | -1.9% | +0.1% | -0.3% |
| 30D | -17.3% | -9.9% | -7.4% | -10.4% |
| 3M | -5.1% | -12.1% | +7.1% | +4.0% |
| 6M | +16.2% | -10.4% | +26.6% | +25.7% |
| YTD | +17.6% | -3.3% | +21.0% | +19.3% |
| 1Y | +33.5% | +7.8% | +25.7% | +23.7% |
| All | +221.9% | +7.4% | +214.5% | +193.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling