+109.7%
VSH vs DOV
+8.0%
+101.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | +0.8% |
| 7D | +3.1% | -1.9% | +5.0% | +4.7% |
| 30D | -5.7% | -9.9% | +4.2% | +2.7% |
| 3M | -42.5% | -12.1% | -30.4% | -35.8% |
| 6M | +82.7% | -10.4% | +93.1% | +99.9% |
| YTD | +118.2% | -3.3% | +121.6% | +125.9% |
| 1Y | +109.7% | +7.8% | +101.9% | +111.6% |
| All | +109.7% | +8.0% | +101.6% | +111.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling