+64.7%
IVZ vs VRSN
+290.6%
-225.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.3% |
| 7D | +0.6% | +0.1% | +0.6% | +0.6% |
| 30D | +4.0% | -0.2% | +4.2% | +4.0% |
| 3M | +18.2% | -0.3% | +18.5% | +17.2% |
| 6M | +32.8% | +23.0% | +9.8% | +16.8% |
| YTD | +28.7% | +21.3% | +7.4% | +13.3% |
| 1Y | +55.4% | +6.7% | +48.7% | +45.9% |
| 3Y | +135.2% | +45.0% | +90.3% | +81.3% |
| 5Y | +64.2% | +35.0% | +29.2% | +29.1% |
| All | +64.7% | +290.6% | -225.9% | -18.4% |
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 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