+112.4%
WFC vs VRSN
+292.3%
-179.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +2.5% | +1.4% | +1.1% | +2.0% |
| 30D | +7.0% | +3.9% | +3.1% | +5.5% |
| 3M | -1.8% | +9.3% | -11.1% | -5.0% |
| 6M | +18.4% | +6.7% | +11.7% | +14.8% |
| YTD | -5.6% | +30.0% | -35.6% | -16.1% |
| 1Y | +3.9% | +26.0% | -22.1% | -6.5% |
| 3Y | +126.3% | +53.1% | +73.2% | +83.9% |
| 5Y | +91.1% | +35.0% | +56.1% | +59.9% |
| All | +112.4% | +292.3% | -179.9% | +15.4% |
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