+65.5%
VZ vs DOV
+361.0%
-295.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.7% | -0.1% |
| 7D | +2.2% | -1.4% | +3.6% | +2.5% |
| 30D | +10.6% | +12.8% | -2.2% | +7.9% |
| 3M | -0.6% | +1.1% | -1.8% | -1.0% |
| 6M | +0.7% | -2.6% | +3.4% | +0.9% |
| YTD | +20.6% | +9.9% | +10.7% | +17.5% |
| 1Y | +22.7% | +19.3% | +3.4% | +17.5% |
| 3Y | +57.2% | +68.4% | -11.1% | +36.5% |
| 5Y | +21.4% | +29.1% | -7.8% | +10.9% |
| 10Y | +65.5% | +340.2% | -274.7% | +21.1% |
| All | +65.5% | +361.0% | -295.5% | +21.1% |
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