+34.7%
WMB vs VRSN
+2.9%
+31.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -0.9% |
| 7D | 0.0% | -1.0% | +1.0% | 0.0% |
| 30D | +4.6% | -1.9% | +6.5% | +4.6% |
| 3M | +5.7% | +1.4% | +4.4% | +5.9% |
| 6M | +4.2% | +19.0% | -14.9% | +3.7% |
| YTD | +26.8% | +19.2% | +7.6% | +26.2% |
| 1Y | +34.7% | +1.7% | +33.0% | +39.5% |
| All | +34.7% | +2.9% | +31.8% | +39.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling