+292.2%
DOV vs VRSN
+299.1%
-6.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.4% | +0.4% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | -8.9% | +3.8% | -12.7% | -10.4% |
| 3M | -13.3% | +5.0% | -18.3% | -15.6% |
| 6M | -9.7% | +24.9% | -34.5% | -19.1% |
| YTD | -2.5% | +21.6% | -24.1% | -12.2% |
| 1Y | +7.2% | +2.4% | +4.8% | +4.0% |
| 3Y | +39.4% | +47.3% | -7.9% | +11.5% |
| 5Y | +15.8% | +34.7% | -18.9% | -5.1% |
| All | +292.2% | +299.1% | -6.9% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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