+96.3%
VTR vs DOV
+300.2%
-203.8%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.4% | -1.0% |
| 7D | -0.3% | -2.0% | +1.7% | +0.7% |
| 30D | +1.1% | -8.9% | +10.0% | +6.0% |
| 3M | +7.9% | -13.3% | +21.2% | +15.3% |
| 6M | +6.2% | -9.7% | +15.8% | +10.2% |
| YTD | +17.7% | -2.5% | +20.2% | +16.6% |
| 1Y | +32.9% | +7.2% | +25.7% | +23.7% |
| 3Y | +129.7% | +39.4% | +90.3% | +73.3% |
| 5Y | +89.3% | +15.8% | +73.5% | +57.4% |
| All | +96.3% | +300.2% | -203.8% | +11.7% |
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