+1,094.1%
WM vs VRSN
+7,112.9%
-6,018.8%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.9% | +3.0% | +1.4% |
| 7D | +4.5% | +2.0% | +2.5% | +4.3% |
| 30D | +16.1% | +6.5% | +9.6% | +15.2% |
| 3M | +8.0% | +6.7% | +1.4% | +7.2% |
| 6M | +8.4% | +13.8% | -5.4% | +6.6% |
| YTD | +11.2% | +29.6% | -18.4% | +7.7% |
| 1Y | +22.3% | +29.5% | -7.2% | +18.4% |
| 3Y | +50.2% | +56.9% | -6.7% | +41.8% |
| 5Y | +63.3% | +36.6% | +26.7% | +55.6% |
| 10Y | +355.0% | +298.3% | +56.7% | +287.7% |
| All | +1,094.1% | +7,112.9% | -6,018.8% | +490.1% |
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