+914.5%
WFC vs VRSN
+7,159.8%
-6,245.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -0.9% | -0.1% |
| 7D | -1.3% | -1.2% | 0.0% | -1.1% |
| 30D | +3.6% | +3.8% | -0.2% | +3.0% |
| 3M | -1.3% | +9.5% | -10.8% | -2.7% |
| 6M | +18.0% | +10.3% | +7.7% | +15.9% |
| YTD | -5.9% | +30.5% | -36.4% | -10.2% |
| 1Y | +1.8% | +27.9% | -26.1% | -2.6% |
| 3Y | +125.0% | +54.3% | +70.7% | +108.3% |
| 5Y | +92.0% | +37.2% | +54.8% | +79.9% |
| 10Y | +117.9% | +293.1% | -175.1% | +75.9% |
| All | +914.5% | +7,159.8% | -6,245.3% | +400.7% |
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