+37.9%
VSH vs DOV
+65.2%
-27.3%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.4% | -3.2% | -3.1% |
| 7D | +26.2% | +3.4% | +22.8% | +22.3% |
| 30D | -12.5% | +8.8% | -21.3% | -19.1% |
| 3M | -16.9% | +0.9% | -17.8% | -17.2% |
| 6M | -17.0% | -2.8% | -14.1% | -13.8% |
| YTD | +93.8% | +8.1% | +85.7% | +77.3% |
| 1Y | +99.3% | +15.2% | +84.1% | +70.0% |
| All | +37.9% | +65.2% | -27.3% | -15.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling