+210.4%
WPM vs VRSN
+53.7%
+156.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | -3.6% | +1.4% | -5.0% | -3.5% |
| 30D | +1.4% | +3.9% | -2.4% | +1.5% |
| 3M | -0.2% | +9.3% | -9.5% | 0.0% |
| 6M | -7.3% | +6.7% | -14.0% | -6.9% |
| YTD | +12.3% | +30.0% | -17.7% | +11.9% |
| 1Y | +24.9% | +26.0% | -1.1% | +24.9% |
| 3Y | +210.4% | +53.1% | +157.2% | +206.3% |
| All | +210.4% | +53.7% | +156.7% | +206.3% |
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