+26.5%
IP vs VRSN
+287.3%
-260.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.2% |
| 7D | -5.1% | +0.5% | -5.5% | -5.2% |
| 30D | +8.5% | +4.9% | +3.6% | +6.7% |
| 3M | -13.8% | +5.8% | -19.7% | -15.6% |
| 6M | +5.7% | +12.6% | -6.8% | +0.6% |
| YTD | -9.1% | +28.2% | -37.4% | -17.9% |
| 1Y | -0.8% | +30.4% | -31.3% | -11.0% |
| 3Y | +14.8% | +54.6% | -39.8% | -5.5% |
| 5Y | -11.5% | +35.1% | -46.6% | -25.0% |
| All | +26.5% | +287.3% | -260.8% | -23.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling