+40.0%
IGV vs VRSN
+39.4%
+0.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.6% | -0.8% |
| 7D | -3.3% | -2.1% | -1.2% | -2.7% |
| 30D | 0.0% | -3.9% | +3.9% | +1.1% |
| 3M | +7.3% | -0.1% | +7.5% | +7.1% |
| 6M | +16.7% | +16.4% | +0.3% | +10.7% |
| YTD | -2.8% | +17.2% | -20.1% | -8.4% |
| 1Y | -6.7% | +1.0% | -7.7% | -7.7% |
| All | +40.0% | +39.4% | +0.6% | +18.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling