+92.0%
WFC vs VRSN
+37.7%
+54.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.2% |
| 7D | -1.3% | -1.2% | 0.0% | -1.0% |
| 30D | +3.6% | +3.8% | -0.2% | +2.6% |
| 3M | -1.3% | +9.5% | -10.8% | -3.7% |
| 6M | +18.0% | +10.3% | +7.7% | +14.4% |
| YTD | -5.9% | +30.5% | -36.4% | -13.8% |
| 1Y | +1.8% | +27.9% | -26.1% | -6.2% |
| 3Y | +125.0% | +54.3% | +70.7% | +89.9% |
| 5Y | +92.0% | +37.2% | +54.8% | +55.2% |
| All | +92.0% | +37.7% | +54.3% | +55.2% |
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