+74.9%
IWD vs VRSN
+34.9%
+40.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.2% | -0.6% |
| 7D | -0.3% | +0.1% | -0.3% | -0.3% |
| 30D | +0.6% | -0.2% | +0.7% | +0.6% |
| 3M | +7.2% | -0.3% | +7.5% | +7.0% |
| 6M | +16.2% | +23.0% | -6.8% | +8.3% |
| YTD | +23.3% | +21.3% | +2.0% | +15.1% |
| 1Y | +29.6% | +6.7% | +22.8% | +25.9% |
| 3Y | +70.5% | +45.0% | +25.5% | +45.9% |
| All | +74.9% | +34.9% | +40.0% | +49.7% |
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