+24.3%
VZ vs DOV
+10.7%
+13.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.4% | +0.5% |
| 7D | +0.2% | +2.5% | -2.3% | +0.1% |
| 30D | +7.1% | -7.5% | +14.6% | +7.5% |
| 3M | +12.8% | -9.7% | +22.5% | +13.0% |
| 6M | +1.8% | -6.1% | +7.9% | +2.3% |
| YTD | +30.0% | +0.5% | +29.5% | +31.2% |
| 1Y | +24.3% | +10.5% | +13.8% | +27.6% |
| All | +24.3% | +10.7% | +13.6% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling