+357.7%
IGV vs VRSN
+299.1%
+58.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.0% | -0.5% |
| 7D | -2.9% | +0.2% | -3.1% | -3.1% |
| 30D | -1.5% | +3.8% | -5.3% | -3.8% |
| 3M | +11.7% | +5.0% | +6.7% | +7.6% |
| 6M | +18.4% | +24.9% | -6.4% | +1.4% |
| YTD | -3.9% | +21.6% | -25.5% | -16.9% |
| 1Y | -9.7% | +2.4% | -12.1% | -13.2% |
| 3Y | +38.4% | +47.3% | -8.9% | +1.1% |
| 5Y | +21.6% | +34.7% | -13.2% | -6.6% |
| All | +357.7% | +299.1% | +58.7% | +106.3% |
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 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