+36.1%
WAT vs VRSN
+34.1%
+2.0%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.9% | +5.1% | +4.5% |
| 7D | +6.0% | -0.8% | +6.9% | +6.4% |
| 30D | +9.9% | +0.7% | +9.2% | +9.6% |
| 3M | +17.2% | +4.1% | +13.0% | +15.2% |
| 6M | +34.2% | +6.7% | +27.5% | +29.7% |
| YTD | +25.5% | +27.1% | -1.6% | +11.3% |
| 1Y | +28.3% | +28.0% | +0.3% | +13.4% |
| 3Y | +88.4% | +52.6% | +35.7% | +46.8% |
| 5Y | +36.1% | +33.3% | +2.8% | +11.6% |
| All | +36.1% | +34.1% | +2.0% | +11.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling