+293.0%
IBKR vs VRSN
+44.6%
+248.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.8% | +2.0% |
| 7D | -1.3% | +0.2% | -1.6% | -1.4% |
| 30D | -0.2% | +3.8% | -4.0% | -0.6% |
| 3M | +3.0% | +5.0% | -2.1% | +2.3% |
| 6M | +33.9% | +24.9% | +9.0% | +27.9% |
| YTD | +42.5% | +21.6% | +20.9% | +36.5% |
| 1Y | +44.9% | +2.4% | +42.4% | +45.2% |
| 3Y | +293.0% | +47.3% | +245.7% | +246.0% |
| All | +293.0% | +44.6% | +248.4% | +246.0% |
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