+726.5%
IWD vs VRSN
+184.7%
+541.8%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.1% |
| YTD | +23.3% | +21.3% | +2.0% | +18.0% |
| 1Y | +29.6% | +6.7% | +22.8% | +26.9% |
| 3Y | +70.5% | +45.0% | +25.5% | +56.4% |
| 5Y | +73.5% | +35.0% | +38.4% | +60.3% |
| 10Y | +198.3% | +276.3% | -78.0% | +129.2% |
| All | +726.5% | +184.7% | +541.8% | +365.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling