+37.2%
VRSN vs WWD
+191.3%
-154.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.4% | +0.8% |
| 7D | -1.2% | +3.7% | -5.0% | -1.8% |
| 30D | +3.8% | +1.8% | +2.0% | +3.3% |
| 3M | +9.5% | -5.0% | +14.5% | +10.1% |
| 6M | +10.3% | -8.4% | +18.7% | +10.8% |
| YTD | +30.5% | +12.3% | +18.2% | +24.0% |
| 1Y | +27.9% | +26.2% | +1.6% | +17.8% |
| 3Y | +54.3% | +154.6% | -100.3% | +12.3% |
| 5Y | +37.2% | +195.3% | -158.1% | -10.1% |
| All | +37.2% | +191.3% | -154.2% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 5y: compounded portfolio wealth divided by compounded WWD 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…
5y analysis · Full analysis span regression · 6 months rolling