+608.2%
WDC vs VRSN
+37.7%
+570.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.0% | +7.4% | +8.1% |
| 7D | -3.2% | -1.2% | -2.0% | -2.9% |
| 30D | -19.0% | +3.8% | -22.8% | -19.7% |
| 3M | -28.4% | +9.5% | -38.0% | -30.1% |
| 6M | -39.2% | +10.3% | -49.5% | -41.4% |
| YTD | +82.1% | +30.5% | +51.6% | +62.3% |
| 1Y | +84.7% | +27.9% | +56.8% | +65.8% |
| 3Y | +825.6% | +54.3% | +771.4% | +624.3% |
| 5Y | +608.2% | +37.2% | +571.0% | +464.5% |
| All | +608.2% | +37.7% | +570.5% | +464.5% |
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 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