+136.8%
WDAY vs VRSN
+291.7%
-154.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | +2.5% | +3.6% | -1.1% | 0.0% |
| 3M | +8.8% | +10.8% | -2.0% | +1.1% |
| 6M | +60.7% | +9.9% | +50.8% | +49.8% |
| YTD | -11.2% | +29.8% | -41.1% | -27.1% |
| 1Y | -15.6% | +26.3% | -41.9% | -29.3% |
| 3Y | -17.1% | +53.5% | -70.6% | -41.7% |
| 5Y | -35.7% | +34.8% | -70.5% | -50.9% |
| All | +136.8% | +291.7% | -154.9% | -19.7% |
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