+348.0%
VT vs DOV
+757.6%
-409.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -4.7% | +0.7% | -1.6% |
| 7D | -4.2% | -3.7% | -0.5% | -2.3% |
| 30D | -5.8% | +5.6% | -11.4% | -8.6% |
| 3M | -5.2% | -3.5% | -1.8% | -3.7% |
| 6M | +0.1% | -8.9% | +9.0% | +4.3% |
| YTD | +8.2% | +4.5% | +3.7% | +4.2% |
| 1Y | +10.1% | +13.9% | -3.8% | +1.1% |
| 3Y | +69.7% | +55.9% | +13.8% | +28.3% |
| 5Y | +53.4% | +25.8% | +27.6% | +28.0% |
| 10Y | +219.2% | +348.8% | -129.6% | +23.7% |
| All | +348.0% | +757.6% | -409.5% | -4.6% |
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 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