+31.7%
WEC vs VRSN
+30.0%
+1.7%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.4% | +1.6% |
| 7D | +0.8% | -2.1% | +2.9% | +1.2% |
| 30D | +0.3% | -3.9% | +4.3% | +1.0% |
| 3M | -2.9% | -0.1% | -2.8% | -3.1% |
| 6M | -5.9% | +16.4% | -22.3% | -9.2% |
| YTD | +4.1% | +17.2% | -13.1% | +0.1% |
| 1Y | +3.1% | +1.0% | +2.1% | +2.4% |
| 3Y | +40.8% | +39.1% | +1.7% | +28.0% |
| 5Y | +31.7% | +29.0% | +2.7% | +16.4% |
| All | +31.7% | +30.0% | +1.7% | +16.4% |
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 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