+363.6%
IGV vs VRSN
+292.3%
+71.2%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.4% |
| 7D | +2.3% | +1.4% | +0.9% | +1.4% |
| 30D | -6.0% | +3.9% | -9.9% | -8.2% |
| 3M | -4.8% | +9.3% | -14.1% | -10.0% |
| 6M | +14.2% | +6.7% | +7.6% | +8.6% |
| YTD | -4.2% | +30.0% | -34.3% | -20.6% |
| 1Y | -5.3% | +26.0% | -31.3% | -20.0% |
| 3Y | +38.8% | +53.1% | -14.4% | -0.9% |
| 5Y | +14.2% | +35.0% | -20.8% | -12.2% |
| All | +363.6% | +292.3% | +71.2% | +91.8% |
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