+403.5%
VRT vs DOV
+67.7%
+335.8%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.5% | +5.2% | +4.6% |
| 7D | -10.6% | -1.4% | -9.2% | -8.6% |
| 30D | -17.4% | +12.8% | -30.2% | -27.1% |
| 3M | -26.4% | +1.1% | -27.5% | -26.7% |
| 6M | -41.0% | -2.6% | -38.4% | -39.0% |
| YTD | +23.8% | +9.9% | +13.9% | +12.8% |
| 1Y | +11.6% | +19.3% | -7.7% | -7.3% |
| 3Y | +403.5% | +68.4% | +335.1% | +257.2% |
| All | +403.5% | +67.7% | +335.8% | +257.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling