+1,395.9%
IBKR vs VRSN
+1,195.2%
+200.7%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -3.8% | -1.5% | -2.3% | -3.2% |
| 30D | -0.3% | +0.7% | -1.0% | -0.8% |
| 3M | +4.8% | +0.6% | +4.2% | +3.4% |
| 6M | +30.8% | +21.7% | +9.1% | +18.4% |
| YTD | +39.5% | +20.0% | +19.5% | +26.0% |
| 1Y | +43.7% | +3.2% | +40.5% | +38.1% |
| 3Y | +284.7% | +42.4% | +242.3% | +215.6% |
| 5Y | +484.9% | +33.0% | +451.9% | +384.0% |
| 10Y | +980.8% | +292.9% | +688.0% | +438.8% |
| All | +1,395.9% | +1,195.2% | +200.7% | +297.3% |
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 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