+73.3%
VZ vs DOV
+324.7%
-251.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.4% | +1.3% | +0.2% |
| 7D | +0.9% | +3.4% | -2.5% | +0.3% |
| 30D | +6.9% | +8.8% | -1.9% | +5.0% |
| 3M | +0.6% | +0.9% | -0.3% | +0.3% |
| 6M | +0.3% | -2.8% | +3.2% | +0.5% |
| YTD | +21.9% | +8.1% | +13.8% | +19.1% |
| 1Y | +21.7% | +15.2% | +6.4% | +17.3% |
| 3Y | +58.5% | +64.5% | -6.0% | +38.2% |
| 5Y | +22.4% | +28.9% | -6.4% | +11.8% |
| All | +73.3% | +324.7% | -251.3% | +25.4% |
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