+439.6%
IRM vs VRSN
+285.8%
+153.9%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -1.3% |
| 7D | +3.0% | -1.0% | +4.1% | +3.3% |
| 30D | -5.2% | -1.9% | -3.3% | -4.8% |
| 3M | -8.0% | +1.4% | -9.4% | -9.0% |
| 6M | +9.2% | +19.0% | -9.9% | +1.6% |
| YTD | +41.0% | +19.2% | +21.8% | +30.3% |
| 1Y | +23.3% | +1.7% | +21.6% | +20.6% |
| 3Y | +102.8% | +41.4% | +61.4% | +72.5% |
| 5Y | +192.8% | +31.7% | +161.1% | +151.4% |
| 10Y | +439.6% | +290.3% | +149.4% | +236.2% |
| All | +439.6% | +285.8% | +153.9% | +236.2% |
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