+328.7%
WM vs VRSN
+289.3%
+39.4%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.1% | +0.4% |
| 7D | -0.5% | -0.8% | +0.4% | -0.2% |
| 30D | +13.3% | +0.7% | +12.6% | +13.0% |
| 3M | +4.4% | +4.1% | +0.2% | +2.9% |
| 6M | +10.8% | +6.7% | +4.1% | +8.0% |
| YTD | +9.1% | +27.1% | -18.0% | +0.3% |
| 1Y | +19.1% | +28.0% | -8.8% | +9.3% |
| 3Y | +45.7% | +52.6% | -7.0% | +24.0% |
| 5Y | +60.4% | +33.3% | +27.1% | +40.2% |
| 10Y | +328.7% | +279.5% | +49.2% | +186.2% |
| All | +328.7% | +289.3% | +39.4% | +186.2% |
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 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