+231.8%
WAT vs VRSN
+285.2%
-53.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -1.0% |
| 7D | +3.4% | -0.9% | +4.3% | +3.8% |
| 30D | +9.6% | +2.4% | +7.2% | +8.5% |
| 3M | +15.5% | +6.4% | +9.1% | +12.2% |
| 6M | +33.9% | +8.6% | +25.3% | +27.6% |
| YTD | +25.2% | +29.3% | -4.1% | +9.2% |
| 1Y | +26.3% | +27.2% | -0.9% | +11.0% |
| 3Y | +85.8% | +52.8% | +33.0% | +46.0% |
| 5Y | +35.3% | +36.7% | -1.4% | +9.9% |
| 10Y | +231.8% | +290.8% | -59.0% | +70.1% |
| All | +231.8% | +285.2% | -53.4% | +70.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling