+645.9%
VST vs DOV
+29.5%
+616.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.7% |
| 7D | +19.2% | +3.4% | +15.7% | +16.8% |
| 30D | -17.2% | +8.8% | -26.0% | -21.2% |
| 3M | -8.1% | +0.9% | -9.1% | -8.7% |
| 6M | -8.1% | -2.8% | -5.3% | -6.8% |
| YTD | -16.3% | +8.1% | -24.3% | -21.3% |
| 1Y | -24.1% | +15.2% | -39.4% | -31.8% |
| 3Y | +300.2% | +64.5% | +235.7% | +207.2% |
| 5Y | +645.9% | +28.9% | +617.0% | +513.1% |
| All | +645.9% | +29.5% | +616.4% | +513.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling