+11.4%
WBD vs VRSN
+299.1%
-287.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.0% |
| 7D | -0.7% | +0.2% | -1.0% | -0.9% |
| 30D | +1.4% | +3.8% | -2.3% | 0.0% |
| 3M | +4.4% | +5.0% | -0.6% | +2.1% |
| 6M | +0.8% | +24.9% | -24.0% | -8.2% |
| YTD | -2.7% | +21.6% | -24.3% | -10.9% |
| 1Y | +73.4% | +2.4% | +71.0% | +69.0% |
| 3Y | +142.1% | +47.3% | +94.8% | +104.1% |
| 5Y | +7.2% | +34.7% | -27.5% | -8.8% |
| All | +11.4% | +299.1% | -287.7% | -27.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling