+889.2%
XLV vs DOV
+1,294.1%
-404.8%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.5% |
| 7D | -3.6% | -2.0% | -1.6% | -2.9% |
| 30D | -1.8% | -8.9% | +7.1% | +1.2% |
| 3M | +7.8% | -13.3% | +21.0% | +12.4% |
| 6M | +9.1% | -9.7% | +18.8% | +11.9% |
| YTD | +7.7% | -2.5% | +10.2% | +7.5% |
| 1Y | +20.4% | +7.2% | +13.2% | +16.1% |
| 3Y | +30.8% | +39.4% | -8.6% | +13.5% |
| 5Y | +34.6% | +15.8% | +18.8% | +22.6% |
| 10Y | +173.4% | +297.5% | -124.1% | +59.5% |
| All | +889.2% | +1,294.1% | -404.8% | +255.0% |
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