+754.3%
VLO vs DOV
+333.4%
+420.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.5% | +3.6% |
| 7D | -0.4% | -0.1% | -0.3% | -0.4% |
| 30D | -16.6% | +11.3% | -27.9% | -22.6% |
| 3M | +12.3% | +2.2% | +10.1% | +10.0% |
| 6M | +47.8% | -2.9% | +50.8% | +48.0% |
| YTD | +126.7% | +9.6% | +117.1% | +104.8% |
| 1Y | +105.4% | +16.7% | +88.7% | +77.1% |
| 3Y | +222.0% | +66.9% | +155.1% | +108.0% |
| 5Y | +449.8% | +32.0% | +417.8% | +309.5% |
| 10Y | +754.3% | +334.8% | +419.6% | +234.2% |
| All | +754.3% | +333.4% | +420.9% | +234.2% |
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 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