+78.4%
IVV vs VRSN
+44.8%
+33.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +0.1% | +0.1% | +0.1% | +0.1% |
| 30D | +0.1% | -0.2% | +0.2% | +0.1% |
| 3M | +2.0% | -0.3% | +2.3% | +2.0% |
| 6M | +13.0% | +23.0% | -9.9% | +8.3% |
| YTD | +13.6% | +21.3% | -7.7% | +9.0% |
| 1Y | +20.1% | +6.7% | +13.4% | +18.8% |
| All | +78.4% | +44.8% | +33.5% | +59.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling