+35,889.1%
VLO vs DOV
+5,976.9%
+29,912.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.5% |
| 7D | +5.2% | -2.7% | +7.9% | +6.6% |
| 30D | +22.6% | -8.1% | +30.7% | +27.8% |
| 3M | +43.8% | -9.4% | +53.2% | +49.9% |
| 6M | +65.7% | -12.6% | +78.4% | +74.0% |
| YTD | +131.1% | -0.5% | +131.6% | +126.7% |
| 1Y | +143.6% | +9.2% | +134.4% | +126.6% |
| 3Y | +201.4% | +34.1% | +167.3% | +150.0% |
| 5Y | +568.9% | +17.3% | +551.6% | +482.0% |
| 10Y | +891.8% | +284.9% | +606.9% | +391.1% |
| All | +35,889.1% | +5,976.9% | +29,912.2% | +6,813.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling