+14.8%
DOV vs VRSN
+32.1%
-17.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.3% |
| 7D | -1.9% | -1.5% | -0.4% | -1.5% |
| 30D | -9.9% | +0.7% | -10.6% | -10.2% |
| 3M | -12.1% | +0.6% | -12.7% | -12.7% |
| 6M | -10.4% | +21.7% | -32.2% | -17.4% |
| YTD | -3.3% | +20.0% | -23.3% | -10.8% |
| 1Y | +7.8% | +3.2% | +4.6% | +5.5% |
| 3Y | +36.3% | +42.4% | -6.0% | +13.3% |
| 5Y | +14.8% | +33.0% | -18.2% | -2.6% |
| All | +14.8% | +32.1% | -17.3% | -2.6% |
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