-50.0%
VTRS vs DOV
+300.2%
-350.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.4% |
| 7D | -2.2% | -2.0% | -0.2% | -1.3% |
| 30D | +3.3% | -8.9% | +12.2% | +7.9% |
| 3M | +2.0% | -13.3% | +15.2% | +8.3% |
| 6M | +19.9% | -9.7% | +29.6% | +24.5% |
| YTD | +35.7% | -2.5% | +38.2% | +35.7% |
| 1Y | +68.1% | +7.2% | +60.9% | +60.0% |
| 3Y | +87.1% | +39.4% | +47.7% | +54.0% |
| 5Y | +47.6% | +15.8% | +31.8% | +30.8% |
| All | -50.0% | +300.2% | -350.1% | -66.7% |
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