+192.7%
VLO vs DOV
+42.3%
+150.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +2.9% |
| 7D | +5.8% | +2.5% | +3.2% | +4.7% |
| 30D | +28.3% | -7.5% | +35.9% | +32.3% |
| 3M | +48.7% | -9.7% | +58.4% | +54.0% |
| 6M | +71.9% | -6.1% | +78.0% | +72.3% |
| YTD | +138.7% | +0.5% | +138.2% | +129.6% |
| 1Y | +148.5% | +10.5% | +137.9% | +125.1% |
| 3Y | +192.7% | +41.7% | +151.0% | +133.5% |
| All | +192.7% | +42.3% | +150.4% | +133.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling