+140.8%
IEMG vs VRSN
+299.1%
-158.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +0.8% |
| 7D | -1.3% | +0.2% | -1.5% | -1.4% |
| 30D | +1.9% | +3.8% | -1.8% | +0.6% |
| 3M | +1.4% | +5.0% | -3.6% | -0.8% |
| 6M | +15.2% | +24.9% | -9.7% | +5.6% |
| YTD | +23.8% | +21.6% | +2.2% | +14.0% |
| 1Y | +30.7% | +2.4% | +28.2% | +27.6% |
| 3Y | +83.3% | +47.3% | +35.9% | +53.6% |
| 5Y | +48.8% | +34.7% | +14.0% | +25.9% |
| All | +140.8% | +299.1% | -158.3% | +35.4% |
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