-14.3%
VMC vs DOV
+8.0%
-22.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.4% | +1.2% |
| 7D | -3.7% | -1.9% | -1.8% | -2.8% |
| 30D | -12.8% | -9.9% | -2.9% | -8.6% |
| 3M | -7.9% | -12.1% | +4.2% | -2.6% |
| 6M | -7.5% | -10.4% | +2.9% | -3.0% |
| YTD | -11.6% | -3.3% | -8.3% | -9.2% |
| 1Y | -14.3% | +7.8% | -22.0% | -9.0% |
| All | -14.3% | +8.0% | -22.3% | -9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling