+329.1%
DOV vs VRSN
+292.3%
+36.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +3.0% | +1.4% | +1.6% | +2.4% |
| 30D | +8.6% | +3.9% | +4.7% | +6.9% |
| 3M | +1.9% | +9.3% | -7.5% | -2.1% |
| 6M | -1.7% | +6.7% | -8.3% | -5.3% |
| YTD | +8.3% | +30.0% | -21.7% | -5.4% |
| 1Y | +16.6% | +26.0% | -9.4% | +3.3% |
| 3Y | +65.1% | +53.1% | +12.0% | +30.0% |
| 5Y | +29.2% | +35.0% | -5.8% | +6.1% |
| All | +329.1% | +292.3% | +36.8% | +131.2% |
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