+143.3%
WFC vs VRSN
+291.2%
-147.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.7% | +0.3% | +1.3% |
| 7D | +0.4% | -1.0% | +1.5% | +0.8% |
| 30D | +2.5% | -1.9% | +4.4% | +3.0% |
| 3M | +10.0% | +1.4% | +8.6% | +8.8% |
| 6M | +15.1% | +19.0% | -4.0% | +6.5% |
| YTD | -2.2% | +19.2% | -21.4% | -10.1% |
| 1Y | +13.5% | +1.7% | +11.8% | +10.9% |
| 3Y | +135.2% | +41.4% | +93.8% | +97.3% |
| 5Y | +128.3% | +31.7% | +96.7% | +92.1% |
| All | +143.3% | +291.2% | -147.9% | +48.5% |
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