+13.8%
VRT vs DOV
+21.2%
-7.4%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.4% | -12.5% | -12.5% |
| 7D | -15.4% | +2.2% | -17.6% | -17.5% |
| 30D | -19.0% | +11.2% | -30.1% | -27.3% |
| 3M | -23.8% | +1.6% | -25.4% | -25.1% |
| 6M | -37.9% | -3.2% | -34.6% | -35.3% |
| YTD | +27.0% | +9.7% | +17.2% | +21.9% |
| 1Y | +13.8% | +20.5% | -6.7% | +0.8% |
| All | +13.8% | +21.2% | -7.4% | +0.8% |
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