+130.7%
WFC vs VRSN
+38.4%
+92.4%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.1% | -1.7% |
| 7D | +1.1% | -2.1% | +3.2% | +1.4% |
| 30D | +0.8% | -3.9% | +4.7% | +1.4% |
| 3M | +9.3% | -0.1% | +9.4% | +9.1% |
| 6M | +10.6% | +16.4% | -5.8% | +6.6% |
| YTD | -4.1% | +17.2% | -21.3% | -8.0% |
| 1Y | +13.6% | +1.0% | +12.6% | +13.5% |
| 3Y | +130.7% | +39.1% | +91.6% | +97.9% |
| All | +130.7% | +38.4% | +92.4% | +97.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling