+219.8%
VT vs DOV
+361.0%
-141.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.5% | -1.9% | +0.5% |
| 7D | +0.4% | -1.4% | +1.7% | +1.0% |
| 30D | -2.6% | +12.8% | -15.4% | -8.1% |
| 3M | -3.2% | +1.1% | -4.4% | -4.0% |
| 6M | +0.9% | -2.6% | +3.6% | +1.5% |
| YTD | +11.3% | +9.9% | +1.4% | +5.0% |
| 1Y | +14.0% | +19.3% | -5.3% | +3.2% |
| 3Y | +75.8% | +68.4% | +7.5% | +31.1% |
| 5Y | +57.8% | +29.1% | +28.7% | +31.9% |
| 10Y | +219.8% | +340.2% | -120.4% | +64.2% |
| All | +219.8% | +361.0% | -141.2% | +64.2% |
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