+1,581.2%
HWM vs VRSN
+247.8%
+1,333.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | -0.2% |
| 7D | -8.0% | -1.0% | -7.0% | -7.5% |
| 30D | -18.0% | -1.9% | -16.1% | -17.3% |
| 3M | -9.5% | +1.4% | -10.9% | -10.8% |
| 6M | -8.4% | +19.0% | -27.4% | -16.7% |
| YTD | +13.6% | +19.2% | -5.6% | +2.4% |
| 1Y | +30.2% | +1.7% | +28.6% | +26.4% |
| 3Y | +392.2% | +41.4% | +350.8% | +296.8% |
| 5Y | +645.2% | +31.7% | +613.5% | +507.7% |
| All | +1,581.2% | +247.8% | +1,333.4% | +660.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling