+90.3%
VTR vs DOV
+13.3%
+76.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.8% |
| 7D | -1.8% | -1.9% | +0.1% | -1.2% |
| 30D | +4.0% | -9.9% | +13.9% | +7.4% |
| 3M | +7.8% | -12.1% | +20.0% | +11.8% |
| 6M | +6.4% | -10.4% | +16.8% | +9.2% |
| YTD | +18.3% | -3.3% | +21.6% | +17.9% |
| 1Y | +33.9% | +7.8% | +26.2% | +27.6% |
| 3Y | +134.3% | +36.3% | +98.0% | +91.0% |
| 5Y | +90.3% | +14.8% | +75.5% | +59.2% |
| All | +90.3% | +13.3% | +76.9% | +59.2% |
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 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