+1,636.0%
VSH vs DOV
+5,976.9%
-4,340.9%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +0.9% | +3.5% | +3.7% |
| 7D | +4.1% | -2.7% | +6.7% | +6.1% |
| 30D | -4.2% | -8.1% | +3.9% | +1.9% |
| 3M | -50.0% | -9.4% | -40.6% | -46.2% |
| 6M | +80.2% | -12.6% | +92.8% | +99.1% |
| YTD | +121.1% | -0.5% | +121.6% | +121.9% |
| 1Y | +112.0% | +9.2% | +102.7% | +98.5% |
| 3Y | +22.5% | +34.1% | -11.6% | +1.5% |
| 5Y | +64.0% | +17.3% | +46.8% | +47.5% |
| 10Y | +170.4% | +284.9% | -114.5% | +5.4% |
| All | +1,636.0% | +5,976.9% | -4,340.9% | +101.0% |
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