+53.4%
VT vs DOV
+25.3%
+28.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | -2.3% | -1.9% | -0.4% | -1.5% |
| 30D | -5.0% | +8.3% | -13.2% | -8.4% |
| 3M | -4.9% | -3.1% | -1.8% | -3.7% |
| 6M | -1.5% | -9.8% | +8.3% | +2.6% |
| YTD | +8.5% | +5.2% | +3.3% | +4.6% |
| 1Y | +11.4% | +15.3% | -4.0% | +2.6% |
| 3Y | +70.1% | +58.8% | +11.3% | +29.2% |
| All | +53.4% | +25.3% | +28.1% | +26.6% |
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