+980.3%
WDC vs VRSN
+28.6%
+951.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.4% | +5.5% | +2.9% |
| 7D | +6.0% | -2.1% | +8.1% | +6.5% |
| 30D | +9.9% | -3.9% | +13.9% | +10.8% |
| 3M | -9.4% | -0.1% | -9.3% | -10.2% |
| 6M | +94.7% | +16.4% | +78.3% | +80.3% |
| YTD | +177.4% | +17.2% | +160.1% | +154.9% |
| 1Y | +412.6% | +1.0% | +411.6% | +401.3% |
| 3Y | +1,359.8% | +39.1% | +1,320.7% | +1,081.9% |
| All | +980.3% | +28.6% | +951.7% | +809.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling