+561.6%
VRSN vs NWSA
+127.4%
+434.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.2% |
| 7D | +0.1% | -1.9% | +1.9% | +0.7% |
| 30D | -0.2% | +4.6% | -4.7% | -1.6% |
| 3M | -0.3% | +13.2% | -13.5% | -4.3% |
| 6M | +23.0% | +27.0% | -4.0% | +13.4% |
| YTD | +21.3% | +16.8% | +4.5% | +14.9% |
| 1Y | +6.7% | +4.5% | +2.2% | +4.5% |
| 3Y | +45.0% | +46.2% | -1.3% | +25.8% |
| 5Y | +35.0% | +40.9% | -5.9% | +15.8% |
| 10Y | +276.3% | +145.1% | +131.2% | +147.1% |
| All | +561.6% | +127.4% | +434.2% | +338.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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