+4,000.1%
WDC vs VRSN
+6,651.0%
-2,650.9%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.4% | +6.3% | +6.0% |
| 7D | +1.7% | +0.1% | +1.7% | +1.7% |
| 30D | -10.0% | -0.2% | -9.8% | -10.1% |
| 3M | -18.8% | -0.3% | -18.5% | -19.9% |
| 6M | +79.0% | +23.0% | +56.0% | +64.5% |
| YTD | +171.6% | +21.3% | +150.2% | +149.6% |
| 1Y | +417.4% | +6.7% | +410.7% | +393.2% |
| 3Y | +1,251.8% | +45.0% | +1,206.8% | +1,056.0% |
| 5Y | +911.7% | +35.0% | +876.7% | +781.7% |
| 10Y | +1,399.6% | +276.3% | +1,123.3% | +875.9% |
| All | +4,000.1% | +6,651.0% | -2,650.9% | +1,181.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling