+1,855.0%
VRT vs DOV
+197.0%
+1,658.0%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.7% | -2.7% |
| 7D | -17.7% | -0.7% | -17.0% | -16.6% |
| 30D | -20.0% | +12.3% | -32.3% | -26.9% |
| 3M | -28.1% | +1.2% | -29.2% | -28.2% |
| 6M | -42.8% | -3.1% | -39.8% | -41.0% |
| YTD | +20.0% | +9.4% | +10.6% | +12.9% |
| 1Y | +3.5% | +17.6% | -14.1% | -8.2% |
| 3Y | +366.1% | +66.5% | +299.6% | +227.4% |
| 5Y | +632.2% | +29.0% | +603.2% | +513.1% |
| All | +1,855.0% | +197.0% | +1,658.0% | +989.7% |
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