+1,474.1%
VTR vs DOV
+1,698.1%
-224.0%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.9% |
| 7D | -2.4% | +2.5% | -4.9% | -3.6% |
| 30D | -3.7% | -7.5% | +3.8% | -0.2% |
| 3M | +13.5% | -9.7% | +23.2% | +18.1% |
| 6M | +7.2% | -6.1% | +13.3% | +9.0% |
| YTD | +17.6% | +0.5% | +17.1% | +15.4% |
| 1Y | +35.4% | +10.5% | +24.9% | +26.0% |
| 3Y | +132.8% | +41.7% | +91.1% | +86.4% |
| 5Y | +88.7% | +18.4% | +70.2% | +62.4% |
| 10Y | +87.6% | +289.8% | -202.1% | -6.5% |
| All | +1,474.1% | +1,698.1% | -224.0% | +236.5% |
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