+642.9%
WDC vs VRSN
+292.3%
+350.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | +12.1% | +1.4% | +10.7% | +11.3% |
| 30D | -18.8% | +3.9% | -22.7% | -20.1% |
| 3M | -39.3% | +9.3% | -48.6% | -42.1% |
| 6M | -40.1% | +6.7% | -46.8% | -43.4% |
| YTD | +71.8% | +30.0% | +41.8% | +43.2% |
| 1Y | +88.5% | +26.0% | +62.5% | +59.7% |
| 3Y | +770.0% | +53.1% | +716.9% | +526.2% |
| 5Y | +549.0% | +35.0% | +514.0% | +395.5% |
| All | +642.9% | +292.3% | +350.5% | +205.5% |
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