+864.7%
WMB vs VRSN
+6,651.0%
-5,786.4%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.6% | +0.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +3.3% | -0.2% | +3.4% | +3.2% |
| 3M | +3.1% | -0.3% | +3.4% | +2.8% |
| 6M | -0.7% | +23.0% | -23.7% | -5.7% |
| YTD | +25.2% | +21.3% | +3.8% | +19.0% |
| 1Y | +32.9% | +6.7% | +26.1% | +29.7% |
| 3Y | +140.6% | +45.0% | +95.6% | +117.7% |
| 5Y | +273.5% | +35.0% | +238.4% | +238.8% |
| 10Y | +334.2% | +276.3% | +57.9% | +215.0% |
| All | +864.7% | +6,651.0% | -5,786.4% | +288.0% |
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 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