+135.9%
WMT vs VRSN
+33.8%
+102.1%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.3% | 0.0% | +1.1% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | -7.4% | +3.8% | -11.2% | -8.0% |
| 3M | -10.9% | +5.0% | -15.9% | -11.8% |
| 6M | -12.7% | +24.9% | -37.5% | -16.6% |
| YTD | -3.2% | +21.6% | -24.8% | -7.3% |
| 1Y | +5.3% | +2.4% | +2.8% | +4.4% |
| 3Y | +101.9% | +47.3% | +54.5% | +83.7% |
| All | +135.9% | +33.8% | +102.1% | +111.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling