+614.6%
VLO vs DOV
+16.3%
+598.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.3% |
| 7D | +6.2% | +1.3% | +4.9% | +5.6% |
| 30D | +23.5% | -8.6% | +32.1% | +28.1% |
| 3M | +53.9% | -13.1% | +67.0% | +62.3% |
| 6M | +81.7% | -8.8% | +90.5% | +85.4% |
| YTD | +142.5% | -1.2% | +143.7% | +137.2% |
| 1Y | +145.4% | +10.7% | +134.7% | +125.7% |
| 3Y | +197.3% | +39.3% | +158.0% | +145.3% |
| 5Y | +614.6% | +16.4% | +598.2% | +528.5% |
| All | +614.6% | +16.3% | +598.3% | +528.5% |
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 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