+4,335.6%
IRM vs VRSN
+7,159.8%
-2,824.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.0% | +0.5% | +1.4% |
| 7D | -5.3% | -1.2% | -4.0% | -5.1% |
| 30D | -2.3% | +3.8% | -6.1% | -2.8% |
| 3M | -7.4% | +9.5% | -16.9% | -8.5% |
| 6M | -12.2% | +10.3% | -22.5% | -13.5% |
| YTD | +38.6% | +30.5% | +8.2% | +33.2% |
| 1Y | +14.9% | +27.9% | -13.0% | +10.7% |
| 3Y | +108.2% | +54.3% | +53.9% | +95.0% |
| 5Y | +183.8% | +37.2% | +146.7% | +169.3% |
| 10Y | +512.6% | +293.1% | +219.5% | +413.1% |
| All | +4,335.6% | +7,159.8% | -2,824.2% | +2,300.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling