+443.3%
WELL vs VRSN
+291.7%
+151.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.8% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +6.8% | +3.6% | +3.2% | +5.7% |
| 3M | +6.7% | +10.8% | -4.0% | +3.4% |
| 6M | +13.8% | +9.9% | +3.9% | +10.0% |
| YTD | +33.8% | +29.8% | +4.0% | +22.1% |
| 1Y | +29.6% | +26.3% | +3.3% | +19.3% |
| 3Y | +203.1% | +53.5% | +149.6% | +156.3% |
| 5Y | +223.8% | +34.8% | +189.1% | +181.1% |
| All | +443.3% | +291.7% | +151.7% | +283.9% |
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