+1,147.5%
VRSN vs WCC
+1,591.2%
-443.7%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.3% | -2.4% | +0.1% |
| 7D | -1.2% | +3.3% | -4.6% | -2.3% |
| 30D | +3.8% | -9.4% | +13.2% | +5.6% |
| 3M | +9.5% | -10.5% | +20.0% | +11.2% |
| 6M | +10.3% | -10.4% | +20.7% | +10.7% |
| YTD | +30.5% | +34.4% | -3.9% | +15.9% |
| 1Y | +27.9% | +27.7% | +0.2% | +14.9% |
| 3Y | +54.3% | +137.9% | -83.6% | +10.0% |
| 5Y | +37.2% | +147.0% | -109.9% | -7.5% |
| 10Y | +293.1% | +442.5% | -149.4% | +84.8% |
| All | +1,147.5% | +1,591.2% | -443.7% | +177.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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