+139.4%
IEMG vs VRSN
+516.7%
-377.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.2% |
| 7D | -0.9% | -1.5% | +0.7% | -0.4% |
| 30D | +2.1% | +0.7% | +1.4% | +1.7% |
| 3M | +4.6% | +0.6% | +4.0% | +3.7% |
| 6M | +14.0% | +21.7% | -7.7% | +5.8% |
| YTD | +22.3% | +20.0% | +2.3% | +13.4% |
| 1Y | +30.7% | +3.2% | +27.5% | +27.2% |
| 3Y | +83.2% | +42.4% | +40.8% | +57.0% |
| 5Y | +47.0% | +33.0% | +14.0% | +26.2% |
| 10Y | +139.9% | +292.9% | -153.0% | +44.0% |
| All | +139.4% | +516.7% | -377.3% | +32.3% |
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 1990-01-01 to 2026-09-10: 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling