+1,024.4%
VRT vs DOV
+19.9%
+1,004.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.0% | +2.7% | +2.6% |
| 7D | +13.6% | +2.5% | +11.1% | +10.6% |
| 30D | +6.8% | -7.5% | +14.3% | +16.4% |
| 3M | -3.2% | -9.7% | +6.5% | +8.1% |
| 6M | +20.3% | -6.1% | +26.4% | +29.2% |
| YTD | +79.6% | +0.5% | +79.1% | +78.3% |
| 1Y | +139.0% | +10.5% | +128.5% | +111.4% |
| 3Y | +644.6% | +41.7% | +602.9% | +410.7% |
| 5Y | +1,024.4% | +18.4% | +1,005.9% | +741.0% |
| All | +1,024.4% | +19.9% | +1,004.4% | +741.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling