+47.7%
VMC vs DOV
+16.3%
+31.4%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.7% | -1.6% | -2.3% |
| 7D | -5.3% | +1.3% | -6.7% | -6.0% |
| 30D | -12.3% | -8.6% | -3.6% | -7.6% |
| 3M | -10.3% | -13.1% | +2.9% | -3.1% |
| 6M | -8.6% | -8.8% | +0.3% | -4.2% |
| YTD | -11.9% | -1.2% | -10.7% | -12.0% |
| 1Y | -13.9% | +10.7% | -24.6% | -19.9% |
| 3Y | +18.2% | +39.3% | -21.1% | -6.9% |
| 5Y | +47.7% | +16.4% | +31.3% | +29.3% |
| All | +47.7% | +16.3% | +31.4% | +29.3% |
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