+409.4%
IWF vs VRSN
+293.8%
+115.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -1.2% |
| 7D | -1.7% | -1.5% | -0.2% | -1.0% |
| 30D | -1.8% | +0.7% | -2.6% | -2.4% |
| 3M | +1.5% | +0.6% | +0.9% | +0.2% |
| 6M | +7.7% | +21.7% | -14.0% | -4.3% |
| YTD | +2.7% | +20.0% | -17.3% | -8.7% |
| 1Y | +6.8% | +3.2% | +3.6% | +2.3% |
| 3Y | +76.9% | +42.4% | +34.5% | +38.0% |
| 5Y | +73.4% | +33.0% | +40.4% | +38.3% |
| All | +409.4% | +293.8% | +115.6% | +177.3% |
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 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