+33.0%
VRSN vs WY
-22.3%
+55.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.3% | +1.5% |
| 7D | -1.5% | -3.7% | +2.1% | -0.4% |
| 30D | +0.7% | -11.3% | +12.0% | +4.6% |
| 3M | +0.6% | -8.1% | +8.7% | +3.1% |
| 6M | +21.7% | -7.4% | +29.2% | +23.9% |
| YTD | +20.0% | -4.7% | +24.7% | +20.4% |
| 1Y | +3.2% | -9.2% | +12.4% | +5.2% |
| 3Y | +42.4% | -24.7% | +67.1% | +52.4% |
| 5Y | +33.0% | -21.6% | +54.5% | +48.2% |
| All | +33.0% | -22.3% | +55.3% | +48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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