+330.3%
WM vs VRSN
+292.3%
+38.0%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +3.2% | +1.4% | +1.8% | +2.8% |
| 30D | +13.0% | +3.9% | +9.2% | +11.7% |
| 3M | +9.2% | +9.3% | -0.1% | +6.1% |
| 6M | +13.6% | +6.7% | +7.0% | +10.8% |
| YTD | +12.4% | +30.0% | -17.6% | +2.6% |
| 1Y | +21.2% | +26.0% | -4.8% | +11.7% |
| 3Y | +48.7% | +53.1% | -4.5% | +26.5% |
| 5Y | +61.9% | +35.0% | +26.9% | +41.0% |
| All | +330.3% | +292.3% | +38.0% | +182.9% |
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 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