+217.7%
WAB vs VRSN
+35.4%
+182.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +7.9% | +0.1% | +7.8% | +7.9% |
| 30D | +4.9% | +3.6% | +1.3% | +3.9% |
| 3M | +1.8% | +10.8% | -9.0% | -1.2% |
| 6M | +12.0% | +9.9% | +2.0% | +8.2% |
| YTD | +41.3% | +29.8% | +11.5% | +27.8% |
| 1Y | +43.8% | +26.3% | +17.5% | +31.5% |
| 3Y | +171.1% | +53.5% | +117.6% | +124.5% |
| 5Y | +217.7% | +34.8% | +182.9% | +160.9% |
| All | +217.7% | +35.4% | +182.4% | +160.9% |
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