+1,216.9%
VST vs DOV
+282.7%
+934.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.0% |
| 7D | +8.9% | -2.7% | +11.6% | +10.5% |
| 30D | +6.2% | -8.1% | +14.3% | +11.1% |
| 3M | -2.7% | -9.4% | +6.7% | +2.2% |
| 6M | -8.4% | -12.6% | +4.3% | -2.1% |
| YTD | -7.2% | -0.5% | -6.7% | -7.9% |
| 1Y | -20.9% | +9.2% | -30.1% | -26.0% |
| 3Y | +384.0% | +34.1% | +349.9% | +315.9% |
| 5Y | +757.1% | +17.3% | +739.8% | +670.0% |
| All | +1,216.9% | +282.7% | +934.1% | +675.1% |
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 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