+142.1%
WEC vs VRSN
+293.8%
-151.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.4% | -0.9% |
| 7D | -1.3% | -1.5% | +0.3% | -0.9% |
| 30D | -0.4% | +0.7% | -1.1% | -0.7% |
| 3M | -6.8% | +0.6% | -7.3% | -7.3% |
| 6M | -6.4% | +21.7% | -28.1% | -11.7% |
| YTD | +2.5% | +20.0% | -17.5% | -3.3% |
| 1Y | -0.4% | +3.2% | -3.6% | -2.3% |
| 3Y | +38.5% | +42.4% | -3.9% | +22.6% |
| 5Y | +31.7% | +33.0% | -1.3% | +16.5% |
| All | +142.1% | +293.8% | -151.7% | +85.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling