+4,420.4%
IRM vs VRSN
+7,122.6%
-2,702.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +8.6% | +0.1% | +8.5% | +8.6% |
| 30D | 0.0% | +3.6% | -3.6% | -0.4% |
| 3M | -7.1% | +10.8% | -17.9% | -8.4% |
| 6M | -7.9% | +9.9% | -17.8% | -9.2% |
| YTD | +41.3% | +29.8% | +11.5% | +35.9% |
| 1Y | +20.7% | +26.3% | -5.6% | +16.5% |
| 3Y | +112.2% | +53.5% | +58.6% | +98.9% |
| 5Y | +191.2% | +34.8% | +156.4% | +176.8% |
| 10Y | +524.3% | +291.0% | +233.3% | +423.3% |
| All | +4,420.4% | +7,122.6% | -2,702.1% | +2,347.4% |
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