+46.2%
WM vs VRSN
+55.3%
-9.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | +1.2% | +0.5% | +0.7% | +1.1% |
| 30D | +13.1% | +4.9% | +8.2% | +12.1% |
| 3M | +3.6% | +5.8% | -2.2% | +2.5% |
| 6M | +8.1% | +12.6% | -4.5% | +5.4% |
| YTD | +8.9% | +28.2% | -19.3% | +3.7% |
| 1Y | +20.3% | +30.4% | -10.1% | +14.2% |
| 3Y | +46.2% | +54.6% | -8.4% | +33.5% |
| All | +46.2% | +55.3% | -9.1% | +33.5% |
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