+41.7%
DOV vs VRSN
+38.4%
+3.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.3% | +1.4% |
| 7D | +2.5% | -2.1% | +4.7% | +2.8% |
| 30D | -7.5% | -3.9% | -3.6% | -7.1% |
| 3M | -9.7% | -0.1% | -9.5% | -9.8% |
| 6M | -6.1% | +16.4% | -22.5% | -9.2% |
| YTD | +0.5% | +17.2% | -16.8% | -3.2% |
| 1Y | +10.5% | +1.0% | +9.5% | +10.7% |
| 3Y | +41.7% | +39.1% | +2.6% | +24.8% |
| All | +41.7% | +38.4% | +3.3% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling