+2,545.5%
VRT vs DOV
+168.1%
+2,377.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.7% | -7.9% | -8.2% |
| 7D | +2.4% | +1.3% | +1.1% | +1.5% |
| 30D | -2.7% | -8.6% | +6.0% | +5.1% |
| 3M | -9.2% | -13.1% | +4.0% | +2.4% |
| 6M | -0.5% | -8.8% | +8.3% | +8.1% |
| YTD | +62.3% | -1.2% | +63.6% | +65.3% |
| 1Y | +109.6% | +10.7% | +98.9% | +93.7% |
| 3Y | +573.1% | +39.3% | +533.8% | +441.1% |
| 5Y | +953.6% | +16.4% | +937.2% | +853.9% |
| All | +2,545.5% | +168.1% | +2,377.4% | +1,494.9% |
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