+911.8%
VLO vs DOV
+296.6%
+615.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | +0.5% |
| 7D | +4.0% | -1.9% | +5.9% | +5.3% |
| 30D | +19.0% | -9.9% | +28.9% | +27.1% |
| 3M | +50.0% | -12.1% | +62.1% | +61.4% |
| 6M | +79.1% | -10.4% | +89.6% | +87.0% |
| YTD | +140.3% | -3.3% | +143.6% | +137.0% |
| 1Y | +148.3% | +7.8% | +140.6% | +125.4% |
| 3Y | +194.6% | +36.3% | +158.3% | +120.9% |
| 5Y | +609.6% | +14.8% | +594.8% | +484.3% |
| All | +911.8% | +296.6% | +615.2% | +327.4% |
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