+2,494.0%
WDC vs VRSN
+7,135.0%
-4,641.1%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -5.1% |
| 7D | +12.1% | +1.4% | +10.7% | +11.6% |
| 30D | -18.8% | +3.9% | -22.7% | -19.6% |
| 3M | -39.3% | +9.3% | -48.6% | -41.1% |
| 6M | -40.1% | +6.7% | -46.8% | -42.3% |
| YTD | +71.8% | +30.0% | +41.8% | +54.5% |
| 1Y | +88.5% | +26.0% | +62.5% | +71.0% |
| 3Y | +770.0% | +53.1% | +716.9% | +632.1% |
| 5Y | +549.0% | +35.0% | +514.0% | +466.8% |
| 10Y | +650.3% | +291.7% | +358.6% | +382.2% |
| All | +2,494.0% | +7,135.0% | -4,641.1% | +693.4% |
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