+80.6%
VTV vs DOV
+14.8%
+65.8%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -1.1% | -2.0% | +0.9% | -0.3% |
| 30D | -1.0% | -8.9% | +7.9% | +2.7% |
| 3M | +4.6% | -13.3% | +17.9% | +10.4% |
| 6M | +13.5% | -9.7% | +23.2% | +17.3% |
| YTD | +18.5% | -2.5% | +21.0% | +18.2% |
| 1Y | +22.9% | +7.2% | +15.7% | +17.3% |
| 3Y | +67.8% | +39.4% | +28.4% | +39.4% |
| All | +80.6% | +14.8% | +65.8% | +56.6% |
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 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