+3,456.9%
VMC vs DOV
+6,499.6%
-3,042.7%
-76.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.4% | -0.1% | -0.8% |
| 7D | -1.7% | +3.4% | -5.1% | -3.3% |
| 30D | +15.3% | +8.8% | +6.4% | +10.4% |
| 3M | +0.3% | +0.9% | -0.6% | -0.3% |
| 6M | +0.9% | -2.8% | +3.7% | +1.9% |
| YTD | -1.0% | +8.1% | -9.1% | -5.4% |
| 1Y | -4.3% | +15.2% | -19.6% | -11.5% |
| 3Y | +35.3% | +64.5% | -29.2% | +3.2% |
| 5Y | +44.4% | +28.9% | +15.5% | +23.4% |
| 10Y | +128.0% | +328.7% | -200.7% | +8.6% |
| All | +3,456.9% | +6,499.6% | -3,042.7% | +742.3% |
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 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