+2,723.0%
VRT vs DOV
+170.2%
+2,552.9%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.4% | +3.6% |
| 7D | +9.1% | -2.7% | +11.8% | +11.6% |
| 30D | +0.9% | -8.1% | +9.0% | +8.2% |
| 3M | -13.4% | -9.4% | -4.0% | -6.0% |
| 6M | +11.7% | -12.6% | +24.3% | +25.5% |
| YTD | +73.2% | -0.5% | +73.7% | +75.0% |
| 1Y | +123.4% | +9.2% | +114.2% | +108.3% |
| 3Y | +606.2% | +34.1% | +572.0% | +481.9% |
| 5Y | +899.9% | +17.3% | +882.6% | +797.9% |
| All | +2,723.0% | +170.2% | +2,552.9% | +1,588.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling