+14.8%
IGV vs VRSN
+34.7%
-19.9%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | +2.3% | +1.4% | +0.9% | +1.6% |
| 30D | -6.0% | +3.9% | -9.9% | -7.9% |
| 3M | -4.8% | +9.3% | -14.1% | -9.3% |
| 6M | +14.2% | +6.7% | +7.6% | +9.5% |
| YTD | -4.2% | +30.0% | -34.3% | -18.9% |
| 1Y | -5.3% | +26.0% | -31.3% | -18.3% |
| 3Y | +38.8% | +53.1% | -14.4% | +1.0% |
| All | +14.8% | +34.7% | -19.9% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling