+3,450.2%
WAT vs VRSN
+6,651.0%
-3,200.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.9% |
| 7D | -1.3% | +0.1% | -1.3% | -1.3% |
| 30D | +2.3% | -0.2% | +2.5% | +2.3% |
| 3M | +8.7% | -0.3% | +9.0% | +8.5% |
| 6M | +28.3% | +23.0% | +5.3% | +23.1% |
| YTD | +7.8% | +21.3% | -13.6% | +3.5% |
| 1Y | +36.6% | +6.7% | +29.9% | +34.0% |
| 3Y | +45.7% | +45.0% | +0.7% | +35.0% |
| 5Y | -3.3% | +35.0% | -38.3% | -9.5% |
| 10Y | +162.1% | +276.3% | -114.2% | +108.7% |
| All | +3,450.2% | +6,651.0% | -3,200.9% | +1,756.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling