+2,558.0%
WAB vs VRSN
+7,135.0%
-4,577.0%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | +5.1% | +1.4% | +3.7% | +4.8% |
| 30D | +4.0% | +3.9% | +0.2% | +3.3% |
| 3M | +0.1% | +9.3% | -9.2% | -1.5% |
| 6M | +12.8% | +6.7% | +6.1% | +11.0% |
| YTD | +40.1% | +30.0% | +10.0% | +32.6% |
| 1Y | +46.4% | +26.0% | +20.4% | +39.3% |
| 3Y | +167.4% | +53.1% | +114.2% | +144.6% |
| 5Y | +215.0% | +35.0% | +180.0% | +193.2% |
| 10Y | +269.2% | +291.7% | -22.5% | +186.3% |
| All | +2,558.0% | +7,135.0% | -4,577.0% | +1,362.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling