-100.0%
VIVK vs DOV
+14.8%
-114.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +0.9% | -8.3% | -7.5% |
| 7D | -4.4% | -2.0% | -2.4% | -4.0% |
| 30D | -40.8% | -8.9% | -31.9% | -39.8% |
| 3M | -94.1% | -13.3% | -80.9% | -94.0% |
| 6M | -98.2% | -9.7% | -88.5% | -98.2% |
| YTD | -98.0% | -2.5% | -95.6% | -98.0% |
| 1Y | -100.0% | +7.2% | -107.2% | -100.0% |
| 3Y | -100.0% | +39.4% | -139.4% | -100.0% |
| All | -100.0% | +14.8% | -114.8% | -100.0% |
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