+4,474.8%
IRM vs VRSN
+6,651.0%
-2,176.2%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.1% | +1.7% |
| 7D | -0.5% | +0.1% | -0.5% | -0.5% |
| 30D | -8.1% | -0.2% | -7.9% | -8.1% |
| 3M | -9.7% | -0.3% | -9.4% | -9.8% |
| 6M | +10.0% | +23.0% | -13.0% | +6.7% |
| YTD | +43.0% | +21.3% | +21.7% | +38.7% |
| 1Y | +32.7% | +6.7% | +25.9% | +30.7% |
| 3Y | +102.7% | +45.0% | +57.8% | +91.4% |
| 5Y | +187.6% | +35.0% | +152.5% | +173.3% |
| 10Y | +420.1% | +276.3% | +143.8% | +338.1% |
| All | +4,474.8% | +6,651.0% | -2,176.2% | +2,398.3% |
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