+62.1%
WM vs VRSN
+35.4%
+26.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +1.2% | +0.1% | +1.0% | +1.1% |
| 30D | +15.2% | +3.6% | +11.7% | +14.3% |
| 3M | +8.3% | +10.8% | -2.4% | +5.6% |
| 6M | +13.1% | +9.9% | +3.2% | +10.2% |
| YTD | +12.5% | +29.8% | -17.3% | +5.1% |
| 1Y | +21.8% | +26.3% | -4.5% | +14.5% |
| 3Y | +48.8% | +53.5% | -4.7% | +31.2% |
| 5Y | +62.1% | +34.8% | +27.3% | +45.7% |
| All | +62.1% | +35.4% | +26.7% | +45.7% |
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 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