+1,188.5%
WDC vs VRSN
+299.1%
+889.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.6% |
| 7D | -4.3% | +0.2% | -4.5% | -4.5% |
| 30D | -1.5% | +3.8% | -5.2% | -3.6% |
| 3M | -15.5% | +5.0% | -20.5% | -19.3% |
| 6M | +66.5% | +24.9% | +41.6% | +42.6% |
| YTD | +159.9% | +21.6% | +138.2% | +123.8% |
| 1Y | +366.0% | +2.4% | +363.5% | +340.6% |
| 3Y | +1,285.8% | +47.3% | +1,238.5% | +910.4% |
| 5Y | +925.6% | +34.7% | +890.8% | +671.4% |
| All | +1,188.5% | +299.1% | +889.5% | +476.1% |
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