+72.9%
IWD vs VRSN
+34.1%
+38.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.9% | +2.9% | +2.3% |
| 7D | +1.3% | -0.8% | +2.1% | +1.5% |
| 30D | +3.6% | +0.7% | +2.9% | +3.4% |
| 3M | +2.3% | +4.1% | -1.8% | +1.1% |
| 6M | +13.0% | +6.7% | +6.3% | +10.4% |
| YTD | +26.2% | +27.1% | -0.9% | +16.1% |
| 1Y | +30.5% | +28.0% | +2.5% | +19.6% |
| 3Y | +86.2% | +52.6% | +33.6% | +56.7% |
| 5Y | +72.9% | +33.3% | +39.6% | +45.3% |
| All | +72.9% | +34.1% | +38.8% | +45.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling