+724.9%
IWF vs VRSN
+175.1%
+549.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.5% |
| 7D | +1.5% | -2.1% | +3.6% | +2.0% |
| 30D | -1.3% | -3.9% | +2.6% | -0.3% |
| 3M | +0.1% | -0.1% | +0.3% | -0.3% |
| 6M | +10.3% | +16.4% | -6.1% | +5.1% |
| YTD | +4.2% | +17.2% | -13.1% | -1.2% |
| 1Y | +9.3% | +1.0% | +8.3% | +7.6% |
| 3Y | +79.3% | +39.1% | +40.2% | +60.9% |
| 5Y | +73.8% | +29.0% | +44.8% | +58.9% |
| 10Y | +410.9% | +275.8% | +135.1% | +264.4% |
| All | +724.9% | +175.1% | +549.8% | +350.1% |
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