+1,420.0%
DOV vs VRSN
+7,135.0%
-5,715.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | +3.0% | +1.4% | +1.6% | +2.7% |
| 30D | +8.6% | +3.9% | +4.7% | +7.9% |
| 3M | +1.9% | +9.3% | -7.5% | +0.3% |
| 6M | -1.7% | +6.7% | -8.3% | -3.2% |
| YTD | +8.3% | +30.0% | -21.7% | +2.9% |
| 1Y | +16.6% | +26.0% | -9.4% | +11.3% |
| 3Y | +65.1% | +53.1% | +12.0% | +51.8% |
| 5Y | +29.2% | +35.0% | -5.8% | +20.9% |
| 10Y | +329.7% | +291.7% | +38.0% | +242.9% |
| All | +1,420.0% | +7,135.0% | -5,715.0% | +642.4% |
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