+113.4%
WMB vs VRSN
+51.5%
+61.9%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +3.8% |
| 7D | -6.7% | -0.8% | -5.8% | -6.6% |
| 30D | -8.6% | +0.7% | -9.3% | -8.6% |
| 3M | -4.9% | +4.1% | -9.1% | -5.2% |
| 6M | -6.3% | +6.7% | -13.0% | -6.7% |
| YTD | +13.0% | +27.1% | -14.1% | +10.2% |
| 1Y | +14.9% | +28.0% | -13.0% | +11.9% |
| 3Y | +113.4% | +52.6% | +60.8% | +93.6% |
| All | +113.4% | +51.5% | +61.9% | +93.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling