-28.5%
VST vs DOV
+18.5%
-47.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.5% | +2.8% | +5.2% |
| 7D | -0.5% | -1.4% | +0.8% | 0.0% |
| 30D | -17.1% | +12.8% | -29.9% | -20.9% |
| 3M | -4.6% | +1.1% | -5.7% | -5.2% |
| 6M | -9.1% | -2.6% | -6.4% | -8.3% |
| YTD | -16.6% | +9.9% | -26.5% | -18.1% |
| All | -28.5% | +18.5% | -47.0% | -27.7% |
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