+1,074.8%
WM vs VRSN
+7,091.1%
-6,016.3%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | +0.1% |
| 7D | +1.2% | -0.9% | +2.0% | +1.3% |
| 30D | +13.7% | +2.4% | +11.2% | +13.3% |
| 3M | +5.2% | +6.4% | -1.2% | +4.4% |
| 6M | +11.2% | +8.6% | +2.6% | +10.0% |
| YTD | +9.4% | +29.3% | -19.8% | +6.0% |
| 1Y | +20.4% | +27.2% | -6.8% | +16.8% |
| 3Y | +44.7% | +52.8% | -8.2% | +36.9% |
| 5Y | +58.5% | +36.7% | +21.8% | +51.0% |
| 10Y | +326.4% | +290.8% | +35.5% | +263.9% |
| All | +1,074.8% | +7,091.1% | -6,016.3% | +480.8% |
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