+938.5%
IGV vs VRSN
+618.7%
+319.8%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.4% | -0.3% |
| 7D | +2.3% | +1.4% | +0.9% | +1.8% |
| 30D | -6.0% | +3.9% | -9.9% | -7.3% |
| 3M | -4.8% | +9.3% | -14.1% | -8.0% |
| 6M | +14.2% | +6.7% | +7.6% | +10.9% |
| YTD | -4.2% | +30.0% | -34.3% | -14.2% |
| 1Y | -5.3% | +26.0% | -31.3% | -14.2% |
| 3Y | +38.8% | +53.1% | -14.4% | +15.1% |
| 5Y | +14.2% | +35.0% | -20.8% | -0.4% |
| 10Y | +357.6% | +291.7% | +65.8% | +178.8% |
| All | +938.5% | +618.7% | +319.8% | +257.2% |
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