+298.0%
VST vs DOV
+67.5%
+230.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.6% |
| 7D | +10.9% | -0.1% | +11.0% | +11.2% |
| 30D | -15.6% | +11.3% | -26.9% | -21.8% |
| 3M | -7.8% | +2.2% | -9.9% | -9.2% |
| 6M | -12.0% | -2.9% | -9.0% | -10.4% |
| YTD | -16.9% | +9.6% | -26.5% | -24.4% |
| 1Y | -25.1% | +16.7% | -41.7% | -35.7% |
| All | +298.0% | +67.5% | +230.5% | +226.4% |
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