+580.9%
VRSK vs DOV
+915.7%
-334.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | -5.2% | -2.0% | -3.2% | -4.6% |
| 30D | -2.3% | -8.9% | +6.6% | +0.5% |
| 3M | -2.9% | -13.3% | +10.3% | +1.0% |
| 6M | -12.8% | -9.7% | -3.1% | -11.0% |
| YTD | -20.8% | -2.5% | -18.4% | -21.7% |
| 1Y | -33.2% | +7.2% | -40.5% | -36.4% |
| 3Y | -26.6% | +39.4% | -66.0% | -38.0% |
| 5Y | -11.3% | +15.8% | -27.2% | -20.9% |
| 10Y | +126.1% | +297.5% | -171.4% | +31.4% |
| All | +580.9% | +915.7% | -334.8% | +218.3% |
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