+525.4%
WPM vs VRSN
+299.1%
+226.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.3% | +0.7% | +1.9% |
| 7D | -0.6% | +0.2% | -0.8% | -0.6% |
| 30D | +14.4% | +3.8% | +10.7% | +13.7% |
| 3M | +37.0% | +5.0% | +32.0% | +35.4% |
| 6M | +4.1% | +24.9% | -20.7% | -0.9% |
| YTD | +31.7% | +21.6% | +10.1% | +25.6% |
| 1Y | +44.2% | +2.4% | +41.8% | +42.4% |
| 3Y | +265.5% | +47.3% | +218.1% | +229.5% |
| 5Y | +262.5% | +34.7% | +227.7% | +228.5% |
| All | +525.4% | +299.1% | +226.3% | +372.4% |
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