-0.8%
IOT vs VRSN
+4.1%
-4.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.8% |
| 7D | -4.5% | +0.2% | -4.7% | -4.7% |
| 30D | -2.4% | +3.8% | -6.2% | -4.2% |
| 3M | +19.0% | +5.0% | +14.0% | +15.7% |
| 6M | +19.6% | +24.9% | -5.2% | +8.8% |
| YTD | +8.3% | +21.6% | -13.3% | -2.2% |
| 1Y | -0.8% | +2.4% | -3.2% | -12.3% |
| All | -0.8% | +4.1% | -4.9% | -12.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling