+1,296.4%
DOV vs VRSN
+6,651.0%
-5,354.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.4% | +1.0% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | -8.1% | -0.2% | -7.9% | -8.1% |
| 3M | -9.4% | -0.3% | -9.1% | -9.6% |
| 6M | -12.6% | +23.0% | -35.6% | -16.0% |
| YTD | -0.5% | +21.3% | -21.8% | -4.3% |
| 1Y | +9.2% | +6.7% | +2.5% | +7.2% |
| 3Y | +34.1% | +45.0% | -10.8% | +24.5% |
| 5Y | +17.3% | +35.0% | -17.8% | +9.8% |
| 10Y | +284.9% | +276.3% | +8.6% | +209.5% |
| All | +1,296.4% | +6,651.0% | -5,354.6% | +590.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling