+288.7%
DOV price history and return analytics
+226.9%
+61.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.3% | -1.1% |
| 7D | -1.9% | -2.0% | +0.1% | +0.4% |
| 30D | -9.9% | -1.4% | -8.5% | -8.4% |
| 3M | -12.1% | +4.7% | -16.8% | -16.6% |
| 6M | -10.4% | +11.4% | -21.8% | -21.0% |
| YTD | -3.3% | +13.1% | -16.4% | -16.1% |
| 1Y | +7.8% | +19.0% | -11.3% | -12.0% |
| 3Y | +36.3% | +73.9% | -37.6% | -27.6% |
| 5Y | +14.8% | +65.4% | -50.6% | -35.2% |
| All | +288.7% | +226.9% | +61.9% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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