+15.4%
VT vs DOV
+21.2%
-5.8%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.8% |
| 7D | -0.3% | +2.2% | -2.5% | -1.0% |
| 30D | -1.4% | +11.2% | -12.6% | -4.5% |
| 3M | -1.4% | +1.6% | -3.0% | -1.9% |
| 6M | +5.5% | -3.2% | +8.7% | +6.3% |
| YTD | +12.8% | +9.7% | +3.1% | +8.5% |
| 1Y | +15.4% | +20.5% | -5.1% | +5.5% |
| All | +15.4% | +21.2% | -5.8% | +5.5% |
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