+271.8%
WPM vs VRSN
+41.8%
+230.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +1.1% |
| 7D | +3.9% | -1.0% | +4.9% | +3.8% |
| 30D | +17.7% | -1.9% | +19.6% | +17.6% |
| 3M | +39.4% | +1.4% | +38.1% | +39.6% |
| 6M | +6.4% | +19.0% | -12.6% | +6.0% |
| YTD | +34.0% | +19.2% | +14.8% | +33.5% |
| 1Y | +50.5% | +1.7% | +48.8% | +53.0% |
| All | +271.8% | +41.8% | +230.0% | +263.7% |
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 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