+4,350.8%
WELL vs VRSN
+6,651.0%
-2,300.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.6% | -2.0% |
| 7D | -0.8% | +0.1% | -0.8% | -0.8% |
| 30D | -0.1% | -0.2% | +0.1% | -0.1% |
| 3M | +18.0% | -0.3% | +18.3% | +17.9% |
| 6M | +15.0% | +23.0% | -8.0% | +12.0% |
| YTD | +28.6% | +21.3% | +7.3% | +25.3% |
| 1Y | +42.9% | +6.7% | +36.2% | +41.2% |
| 3Y | +203.0% | +45.0% | +158.1% | +187.7% |
| 5Y | +206.9% | +35.0% | +171.8% | +192.4% |
| 10Y | +339.5% | +276.3% | +63.1% | +275.6% |
| All | +4,350.8% | +6,651.0% | -2,300.2% | +2,545.3% |
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