+201.0%
IWD vs VRSN
+291.7%
-90.6%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +1.7% | +0.1% | +1.5% | +1.6% |
| 30D | +3.2% | +3.6% | -0.3% | +1.9% |
| 3M | +2.3% | +10.8% | -8.5% | -1.5% |
| 6M | +12.9% | +9.9% | +3.0% | +8.3% |
| YTD | +26.2% | +29.8% | -3.6% | +12.8% |
| 1Y | +28.3% | +26.3% | +2.0% | +15.7% |
| 3Y | +84.4% | +53.5% | +30.9% | +50.7% |
| 5Y | +73.0% | +34.8% | +38.2% | +46.0% |
| All | +201.0% | +291.7% | -90.6% | +78.8% |
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