+30.7%
IVZ vs VRSN
+31.7%
-1.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.3% | +2.9% | +4.2% |
| 7D | +2.6% | +3.6% | -0.9% | +2.8% |
| 30D | -3.5% | +8.8% | -12.3% | -3.0% |
| 3M | -7.4% | +6.6% | -14.0% | -7.1% |
| 6M | +14.7% | +16.7% | -2.0% | +16.1% |
| YTD | +14.6% | +32.1% | -17.5% | +15.6% |
| 1Y | +30.7% | +34.1% | -3.4% | +30.3% |
| All | +30.7% | +31.7% | -1.0% | +30.3% |
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 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