+14.8%
IP vs VRSN
+55.3%
-40.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | -5.1% | +0.5% | -5.5% | -5.1% |
| 30D | +8.5% | +4.9% | +3.6% | +7.8% |
| 3M | -13.8% | +5.8% | -19.7% | -14.6% |
| 6M | +5.7% | +12.6% | -6.8% | +3.2% |
| YTD | -9.1% | +28.2% | -37.4% | -12.9% |
| 1Y | -0.8% | +30.4% | -31.3% | -5.3% |
| 3Y | +14.8% | +54.6% | -39.8% | +4.6% |
| All | +14.8% | +55.3% | -40.5% | +4.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling