+309.6%
IVV vs VRSN
+289.3%
+20.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.9% | +3.3% | +2.7% |
| 7D | +0.1% | -0.8% | +0.9% | +0.4% |
| 30D | -3.3% | +0.7% | -4.0% | -3.6% |
| 3M | -2.4% | +4.1% | -6.5% | -4.2% |
| 6M | +2.6% | +6.7% | -4.1% | -1.2% |
| YTD | +11.3% | +27.1% | -15.8% | -1.8% |
| 1Y | +13.4% | +28.0% | -14.5% | -0.4% |
| 3Y | +80.3% | +52.6% | +27.7% | +41.8% |
| 5Y | +72.7% | +33.3% | +39.4% | +42.2% |
| 10Y | +309.6% | +279.5% | +30.1% | +131.5% |
| All | +309.6% | +289.3% | +20.4% | +131.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling