+101.8%
IRM vs VRSN
+41.8%
+60.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.4% | -0.9% |
| 7D | +3.0% | -1.0% | +4.1% | +3.1% |
| 30D | -5.2% | -1.9% | -3.3% | -5.1% |
| 3M | -8.0% | +1.4% | -9.4% | -8.2% |
| 6M | +9.2% | +19.0% | -9.9% | +6.1% |
| YTD | +41.0% | +19.2% | +21.8% | +36.9% |
| 1Y | +23.3% | +1.7% | +21.6% | +24.5% |
| All | +101.8% | +41.8% | +60.0% | +87.8% |
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 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