+48.1%
IJH vs VRSN
+33.8%
+14.3%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.6% | +0.4% |
| 7D | -1.9% | +0.2% | -2.1% | -2.0% |
| 30D | -4.6% | +3.8% | -8.4% | -5.9% |
| 3M | -1.2% | +5.0% | -6.2% | -3.2% |
| 6M | +9.4% | +24.9% | -15.5% | -0.2% |
| YTD | +13.3% | +21.6% | -8.3% | +3.9% |
| 1Y | +13.4% | +2.4% | +11.0% | +11.4% |
| 3Y | +50.4% | +47.3% | +3.1% | +22.8% |
| All | +48.1% | +33.8% | +14.3% | +24.0% |
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