+1,394.6%
WDC vs VRSN
+41.8%
+1,352.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +1.2% |
| 7D | +7.5% | -1.0% | +8.5% | +7.4% |
| 30D | +10.1% | -1.9% | +12.0% | +10.0% |
| 3M | -6.8% | +1.4% | -8.2% | -5.7% |
| 6M | +84.1% | +19.0% | +65.1% | +82.3% |
| YTD | +180.3% | +19.2% | +161.0% | +177.7% |
| 1Y | +411.1% | +1.7% | +409.4% | +420.8% |
| All | +1,394.6% | +41.8% | +1,352.8% | +1,258.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling