+14.8%
IVV vs VRSN
+31.7%
-16.9%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.6% |
| 7D | -0.7% | +3.6% | -4.3% | -0.7% |
| 30D | -1.0% | +8.8% | -9.9% | -1.1% |
| 3M | -0.3% | +6.6% | -6.9% | -0.3% |
| 6M | +7.4% | +16.7% | -9.3% | +7.4% |
| YTD | +13.4% | +32.1% | -18.8% | +13.5% |
| 1Y | +14.8% | +34.1% | -19.3% | +14.5% |
| All | +14.8% | +31.7% | -16.9% | +14.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling