+1,948.5%
WEC vs VRSN
+6,651.0%
-4,702.5%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.7% |
| 7D | -0.3% | +0.1% | -0.3% | -0.3% |
| 30D | -1.3% | -0.2% | -1.1% | -1.3% |
| 3M | -3.9% | -0.3% | -3.6% | -4.0% |
| 6M | -8.3% | +23.0% | -31.3% | -9.5% |
| YTD | +3.1% | +21.3% | -18.3% | +1.7% |
| 1Y | +1.9% | +6.7% | -4.8% | +1.3% |
| 3Y | +41.9% | +45.0% | -3.0% | +38.3% |
| 5Y | +30.8% | +35.0% | -4.2% | +27.6% |
| 10Y | +141.9% | +276.3% | -134.4% | +125.2% |
| All | +1,948.5% | +6,651.0% | -4,702.5% | +1,698.0% |
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