+30.7%
DOV vs VRSN
+36.1%
-5.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | -0.1% |
| 7D | -0.1% | -1.2% | +1.1% | +0.3% |
| 30D | +11.3% | +3.8% | +7.5% | +10.0% |
| 3M | +2.2% | +9.5% | -7.3% | -0.8% |
| 6M | -2.9% | +10.3% | -13.2% | -6.6% |
| YTD | +9.6% | +30.5% | -20.9% | -1.6% |
| 1Y | +16.7% | +27.9% | -11.2% | +5.6% |
| 3Y | +66.9% | +54.3% | +12.6% | +35.2% |
| All | +30.7% | +36.1% | -5.4% | +10.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling