+22.9%
IP vs VRSN
+276.1%
-253.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.3% |
| 7D | -5.3% | +0.1% | -5.3% | -5.3% |
| 30D | -10.9% | -0.2% | -10.7% | -10.9% |
| 3M | +11.2% | -0.3% | +11.5% | +10.7% |
| 6M | -10.2% | +23.0% | -33.2% | -17.3% |
| YTD | -2.0% | +21.3% | -23.3% | -9.6% |
| 1Y | -19.1% | +6.7% | -25.8% | -22.0% |
| 3Y | +20.9% | +45.0% | -24.1% | +1.9% |
| 5Y | -17.8% | +35.0% | -52.8% | -30.7% |
| All | +22.9% | +276.1% | -253.2% | -25.8% |
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