+88.4%
WAT vs VRSN
+51.5%
+36.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.4% |
| 7D | +6.0% | -0.8% | +6.9% | +6.2% |
| 30D | +9.9% | +0.7% | +9.2% | +9.7% |
| 3M | +17.2% | +4.1% | +13.0% | +16.1% |
| 6M | +34.2% | +6.7% | +27.5% | +31.8% |
| YTD | +25.5% | +27.1% | -1.6% | +15.6% |
| 1Y | +28.3% | +28.0% | +0.3% | +17.8% |
| 3Y | +88.4% | +52.6% | +35.7% | +44.6% |
| All | +88.4% | +51.5% | +36.9% | +44.6% |
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