+1,934.0%
VRT vs DOV
+194.1%
+1,739.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.2% | -3.8% | -3.8% |
| 7D | +10.5% | +3.0% | +7.5% | +8.0% |
| 30D | -9.3% | +8.6% | -17.9% | -14.8% |
| 3M | -29.6% | +1.9% | -31.5% | -30.1% |
| 6M | -45.4% | -1.7% | -43.7% | -44.2% |
| YTD | +24.8% | +8.3% | +16.5% | +18.4% |
| 1Y | +23.6% | +16.6% | +7.1% | +10.4% |
| 3Y | +379.7% | +65.1% | +314.5% | +239.3% |
| 5Y | +660.3% | +29.2% | +631.2% | +538.1% |
| All | +1,934.0% | +194.1% | +1,739.9% | +1,042.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling