+27.3%
WAT vs VRSN
+31.7%
-4.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.6% |
| 7D | -1.9% | +3.6% | -5.5% | -2.0% |
| 30D | +6.2% | +8.8% | -2.6% | +6.1% |
| 3M | +18.1% | +6.6% | +11.5% | +18.0% |
| 6M | +54.9% | +16.7% | +38.2% | +53.3% |
| YTD | +23.1% | +32.1% | -9.0% | +15.8% |
| 1Y | +27.3% | +34.1% | -6.8% | +18.5% |
| All | +27.3% | +31.7% | -4.4% | +18.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling