+266.3%
WMB vs VRSN
+285.2%
-18.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | +1.0% |
| 7D | -6.9% | -0.9% | -6.0% | -6.7% |
| 30D | -7.2% | +2.4% | -9.6% | -7.9% |
| 3M | -5.4% | +6.4% | -11.8% | -7.4% |
| 6M | -4.9% | +8.6% | -13.4% | -7.9% |
| YTD | +14.7% | +29.3% | -14.6% | +4.1% |
| 1Y | +14.7% | +27.2% | -12.5% | +4.6% |
| 3Y | +116.4% | +52.8% | +63.5% | +81.1% |
| 5Y | +198.5% | +36.7% | +161.8% | +154.5% |
| 10Y | +266.3% | +290.8% | -24.5% | +109.0% |
| All | +266.3% | +285.2% | -18.9% | +109.0% |
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