+34.0%
VSH vs DOV
+38.7%
-4.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +2.4% |
| 7D | +3.5% | +1.3% | +2.2% | +2.1% |
| 30D | -4.4% | -8.6% | +4.3% | +4.7% |
| 3M | -45.8% | -13.1% | -32.7% | -37.5% |
| 6M | +90.1% | -8.8% | +99.0% | +107.9% |
| YTD | +120.3% | -1.2% | +121.6% | +119.8% |
| 1Y | +112.2% | +10.7% | +101.5% | +86.4% |
| All | +34.0% | +38.7% | -4.7% | -1.5% |
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 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