+5,928.6%
WPM vs VRSN
+1,128.8%
+4,799.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.6% | -0.9% |
| 7D | +1.1% | +0.1% | +1.0% | +1.1% |
| 30D | +26.4% | -0.2% | +26.5% | +26.3% |
| 3M | +20.8% | -0.3% | +21.1% | +20.1% |
| 6M | +1.1% | +23.0% | -21.9% | -6.2% |
| YTD | +32.5% | +21.3% | +11.1% | +22.8% |
| 1Y | +51.5% | +6.7% | +44.8% | +45.7% |
| 3Y | +267.0% | +45.0% | +222.1% | +215.7% |
| 5Y | +250.1% | +35.0% | +215.1% | +203.1% |
| 10Y | +540.4% | +276.3% | +264.0% | +272.4% |
| All | +5,928.6% | +1,128.8% | +4,799.8% | +1,655.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling