+281.4%
WMB vs VRSN
+292.3%
-11.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +7.8% | +1.4% | +6.4% | +7.4% |
| 30D | -5.1% | +3.9% | -8.9% | -6.2% |
| 3M | -4.7% | +9.3% | -14.1% | -7.5% |
| 6M | -7.4% | +6.7% | -14.1% | -9.8% |
| YTD | +17.5% | +30.0% | -12.6% | +6.4% |
| 1Y | +19.5% | +26.0% | -6.5% | +9.3% |
| 3Y | +121.3% | +53.1% | +68.1% | +85.1% |
| 5Y | +200.5% | +35.0% | +165.5% | +157.7% |
| All | +281.4% | +292.3% | -11.0% | +112.7% |
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 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