+821.3%
DOV price history and return analytics
+355.4%
+465.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -0.7% | -0.1% | -0.6% | -0.6% |
| 30D | +12.3% | -3.1% | +15.3% | +16.0% |
| 3M | +1.2% | -3.5% | +4.7% | +5.0% |
| 6M | -3.1% | +0.5% | -3.5% | -3.7% |
| YTD | +9.4% | +10.8% | -1.4% | -2.1% |
| 1Y | +17.6% | +11.9% | +5.7% | +4.1% |
| 3Y | +66.5% | +73.0% | -6.4% | -6.7% |
| 5Y | +29.0% | +58.6% | -29.6% | -20.6% |
| 10Y | +329.8% | +219.2% | +110.6% | +30.0% |
| All | +821.3% | +355.4% | +465.8% | +106.1% |
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