+266.3%
WPM vs VRSN
+30.8%
+235.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.8% |
| 7D | +3.9% | -1.0% | +4.9% | +4.0% |
| 30D | +17.7% | -1.9% | +19.6% | +18.0% |
| 3M | +39.4% | +1.4% | +38.1% | +38.8% |
| 6M | +6.4% | +19.0% | -12.6% | +2.2% |
| YTD | +34.0% | +19.2% | +14.8% | +28.3% |
| 1Y | +50.5% | +1.7% | +48.8% | +49.8% |
| 3Y | +280.3% | +41.4% | +238.9% | +241.9% |
| 5Y | +266.3% | +31.7% | +234.7% | +225.5% |
| All | +266.3% | +30.8% | +235.6% | +225.5% |
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