+3,227.9%
VMC vs DOV
+5,976.9%
-2,749.0%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.5% |
| 7D | -4.3% | -2.7% | -1.7% | -3.0% |
| 30D | -8.2% | -8.1% | -0.2% | -4.3% |
| 3M | -7.0% | -9.4% | +2.4% | -2.7% |
| 6M | -10.8% | -12.6% | +1.9% | -5.0% |
| YTD | -7.4% | -0.5% | -6.9% | -7.7% |
| 1Y | -9.5% | +9.2% | -18.7% | -14.2% |
| 3Y | +20.5% | +34.1% | -13.7% | +1.8% |
| 5Y | +51.6% | +17.3% | +34.3% | +35.9% |
| 10Y | +150.0% | +284.9% | -134.9% | +25.4% |
| All | +3,227.9% | +5,976.9% | -2,749.0% | +722.0% |
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 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