+908.7%
VZ vs DOV
+6,322.5%
-5,413.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.1% |
| 7D | +2.1% | -1.9% | +4.0% | +2.6% |
| 30D | +1.4% | +8.3% | -6.9% | -0.9% |
| 3M | -1.3% | -3.1% | +1.8% | -0.7% |
| 6M | -0.5% | -9.8% | +9.3% | +1.7% |
| YTD | +19.6% | +5.2% | +14.5% | +17.0% |
| 1Y | +22.4% | +15.3% | +7.1% | +16.6% |
| 3Y | +55.9% | +58.8% | -2.9% | +33.5% |
| 5Y | +20.4% | +26.6% | -6.2% | +8.1% |
| 10Y | +66.9% | +351.6% | -284.8% | +0.4% |
| All | +908.7% | +6,322.5% | -5,413.8% | +145.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling