+140.3%
IVZ vs VRSN
+44.8%
+95.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 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% | +18.3% |
| 6M | +32.8% | +23.0% | +9.8% | +25.1% |
| YTD | +28.7% | +21.3% | +7.4% | +21.4% |
| 1Y | +55.4% | +6.7% | +48.7% | +53.0% |
| All | +140.3% | +44.8% | +95.5% | +97.8% |
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 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