+52.9%
WAT vs VRSN
+38.4%
+14.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.9% |
| 7D | -0.7% | -2.1% | +1.4% | -0.3% |
| 30D | -1.0% | -3.9% | +2.9% | -0.2% |
| 3M | +10.9% | -0.1% | +11.0% | +10.7% |
| 6M | +33.2% | +16.4% | +16.8% | +25.7% |
| YTD | +6.1% | +17.2% | -11.2% | -0.4% |
| 1Y | +30.2% | +1.0% | +29.2% | +28.7% |
| 3Y | +52.9% | +39.1% | +13.8% | +24.1% |
| All | +52.9% | +38.4% | +14.5% | +24.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling