+990.2%
IBKR vs VRSN
+299.1%
+691.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +1.7% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -0.2% | +3.8% | -4.0% | -1.7% |
| 3M | +3.0% | +5.0% | -2.1% | +0.2% |
| 6M | +33.9% | +24.9% | +9.0% | +20.6% |
| YTD | +42.5% | +21.6% | +20.9% | +28.8% |
| 1Y | +44.9% | +2.4% | +42.4% | +40.5% |
| 3Y | +293.0% | +47.3% | +245.7% | +218.5% |
| 5Y | +497.7% | +34.7% | +462.9% | +392.7% |
| All | +990.2% | +299.1% | +691.1% | +472.1% |
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