+456.3%
VRTX vs DOV
+286.8%
+169.5%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.0% |
| 7D | -6.4% | +1.3% | -7.7% | -6.8% |
| 30D | -0.5% | -8.6% | +8.1% | +2.1% |
| 3M | +16.9% | -13.1% | +30.0% | +21.5% |
| 6M | +13.1% | -8.8% | +21.9% | +15.4% |
| YTD | +14.9% | -1.2% | +16.2% | +14.3% |
| 1Y | +31.4% | +10.7% | +20.7% | +26.0% |
| 3Y | +51.9% | +39.3% | +12.6% | +32.6% |
| 5Y | +177.1% | +16.4% | +160.6% | +152.2% |
| 10Y | +456.3% | +302.5% | +153.8% | +208.3% |
| All | +456.3% | +286.8% | +169.5% | +208.3% |
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