+823.2%
DOV price history and return analytics
+360.7%
+462.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -1.0% |
| 7D | -0.1% | -0.7% | +0.6% | +0.7% |
| 30D | +11.3% | -1.7% | +13.0% | +13.4% |
| 3M | +2.2% | -2.3% | +4.5% | +4.7% |
| 6M | -2.9% | +1.5% | -4.5% | -4.6% |
| YTD | +9.6% | +12.0% | -2.4% | -3.1% |
| 1Y | +16.7% | +12.9% | +3.8% | +2.3% |
| 3Y | +66.9% | +74.9% | -8.1% | -7.6% |
| 5Y | +32.0% | +59.9% | -27.9% | -19.5% |
| 10Y | +334.8% | +224.6% | +110.1% | +29.2% |
| All | +823.2% | +360.7% | +462.5% | +104.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling