+211.0%
WELL vs VRSN
+30.0%
+181.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.8% | +1.2% |
| 7D | -1.3% | -2.1% | +0.8% | -0.9% |
| 30D | +0.5% | -3.9% | +4.4% | +1.3% |
| 3M | +19.1% | -0.1% | +19.2% | +18.8% |
| 6M | +17.0% | +16.4% | +0.6% | +12.4% |
| YTD | +29.2% | +17.2% | +12.0% | +23.6% |
| 1Y | +42.1% | +1.0% | +41.2% | +41.2% |
| 3Y | +204.5% | +39.1% | +165.5% | +172.6% |
| 5Y | +211.0% | +29.0% | +182.0% | +182.9% |
| All | +211.0% | +30.0% | +181.0% | +182.9% |
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 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