+306.5%
IVV vs VRSN
+287.3%
+19.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.8% |
| 7D | -2.7% | +0.5% | -3.2% | -2.9% |
| 30D | -5.4% | +4.9% | -10.3% | -7.2% |
| 3M | -4.1% | +5.8% | -9.9% | -6.5% |
| 6M | +0.7% | +12.6% | -11.8% | -5.3% |
| YTD | +8.7% | +28.2% | -19.5% | -4.4% |
| 1Y | +11.0% | +30.4% | -19.5% | -3.3% |
| 3Y | +75.4% | +54.6% | +20.8% | +37.2% |
| 5Y | +68.3% | +35.1% | +33.3% | +37.8% |
| All | +306.5% | +287.3% | +19.3% | +128.8% |
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