+228.8%
VIK vs DOV
+10.5%
+218.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.7% | -0.5% |
| 7D | -3.0% | -2.7% | -0.4% | -1.0% |
| 30D | -20.7% | -8.1% | -12.7% | -15.5% |
| 3M | -4.6% | -9.4% | +4.8% | +2.0% |
| 6M | +14.0% | -12.6% | +26.6% | +25.8% |
| YTD | +20.2% | -0.5% | +20.6% | +19.2% |
| 1Y | +36.0% | +9.2% | +26.8% | +24.9% |
| All | +228.8% | +10.5% | +218.2% | +192.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling