+223.0%
VT vs DOV
+284.4%
-61.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -1.0% | -0.5% |
| 7D | +0.4% | -2.7% | +3.1% | +1.7% |
| 30D | +1.0% | -8.1% | +9.1% | +5.0% |
| 3M | +2.4% | -9.4% | +11.8% | +6.7% |
| 6M | +12.0% | -12.6% | +24.6% | +18.3% |
| YTD | +15.3% | -0.5% | +15.8% | +14.3% |
| 1Y | +22.6% | +9.2% | +13.3% | +15.6% |
| 3Y | +74.7% | +34.1% | +40.6% | +46.2% |
| 5Y | +66.1% | +17.3% | +48.9% | +45.8% |
| All | +223.0% | +284.4% | -61.4% | +75.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling