-5.1%
WAT vs VRSN
+30.0%
-35.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.8% | -0.4% |
| 7D | -0.7% | -2.1% | +1.4% | +0.1% |
| 30D | -1.0% | -3.9% | +2.9% | +0.4% |
| 3M | +10.9% | -0.1% | +11.0% | +10.3% |
| 6M | +33.2% | +16.4% | +16.8% | +22.7% |
| YTD | +6.1% | +17.2% | -11.2% | -3.0% |
| 1Y | +30.2% | +1.0% | +29.2% | +27.2% |
| 3Y | +52.9% | +39.1% | +13.8% | +23.5% |
| 5Y | -5.1% | +29.0% | -34.1% | -21.8% |
| All | -5.1% | +30.0% | -35.1% | -21.8% |
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