+222.9%
WAB vs VRSN
+30.8%
+192.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.9% |
| 7D | +0.2% | -1.0% | +1.3% | +0.5% |
| 30D | -4.6% | -1.9% | -2.7% | -4.1% |
| 3M | +5.6% | +1.4% | +4.3% | +4.7% |
| 6M | +13.8% | +19.0% | -5.2% | +6.1% |
| YTD | +31.9% | +19.2% | +12.6% | +22.3% |
| 1Y | +48.3% | +1.7% | +46.6% | +46.0% |
| 3Y | +167.1% | +41.4% | +125.7% | +126.3% |
| 5Y | +222.9% | +31.7% | +191.2% | +176.5% |
| All | +222.9% | +30.8% | +192.1% | +176.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling