+15.9%
IP vs VRSN
+291.7%
-275.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +6.7% | +3.6% | +3.1% | +5.4% |
| 3M | -16.6% | +10.8% | -27.3% | -19.6% |
| 6M | +6.0% | +9.9% | -4.0% | +1.7% |
| YTD | -10.7% | +29.8% | -40.5% | -19.7% |
| 1Y | -6.7% | +26.3% | -33.0% | -15.3% |
| 3Y | +17.1% | +53.5% | -36.4% | -3.4% |
| 5Y | -14.6% | +34.8% | -49.3% | -27.5% |
| All | +15.9% | +291.7% | -275.7% | -33.5% |
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