+973.2%
IGV vs VRSN
+570.6%
+402.5%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | +3.2% | -0.2% | +3.4% | +3.2% |
| 3M | +4.5% | -0.3% | +4.8% | +4.2% |
| 6M | +22.1% | +23.0% | -0.9% | +12.1% |
| YTD | -1.0% | +21.3% | -22.4% | -9.0% |
| 1Y | -2.1% | +6.7% | -8.8% | -5.8% |
| 3Y | +44.6% | +45.0% | -0.4% | +22.4% |
| 5Y | +22.2% | +35.0% | -12.9% | +6.6% |
| 10Y | +364.7% | +276.3% | +88.4% | +187.5% |
| All | +973.2% | +570.6% | +402.5% | +279.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling