+12,036.0%
VRTX vs DOV
+5,355.8%
+6,680.2%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.9% | -3.1% | -2.5% |
| 7D | +0.8% | -2.7% | +3.5% | +1.9% |
| 30D | +12.6% | -8.1% | +20.7% | +16.4% |
| 3M | +23.6% | -9.4% | +33.0% | +28.0% |
| 6M | +14.3% | -12.6% | +26.9% | +19.6% |
| YTD | +20.5% | -0.5% | +20.9% | +19.2% |
| 1Y | +37.6% | +9.2% | +28.3% | +30.6% |
| 3Y | +55.5% | +34.1% | +21.4% | +32.1% |
| 5Y | +175.7% | +17.3% | +158.5% | +142.0% |
| 10Y | +474.2% | +284.9% | +189.3% | +180.4% |
| All | +12,036.0% | +5,355.8% | +6,680.2% | +2,169.5% |
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