+495.5%
VRTX vs DOV
+332.5%
+163.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | +3.2% | -0.7% | +4.0% | +3.4% |
| 30D | +7.4% | +12.3% | -4.9% | +3.8% |
| 3M | +4.6% | +1.2% | +3.4% | +4.0% |
| 6M | +27.5% | -3.1% | +30.5% | +27.9% |
| YTD | +20.9% | +9.4% | +11.5% | +16.6% |
| 1Y | +30.1% | +17.6% | +12.5% | +22.7% |
| 3Y | +46.6% | +66.5% | -19.9% | +21.6% |
| 5Y | +191.6% | +29.0% | +162.6% | +158.1% |
| All | +495.5% | +332.5% | +163.0% | +305.8% |
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