+671.1%
IWF vs VRSN
+205.1%
+466.0%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | +2.8% | +1.4% | +1.4% | +2.4% |
| 30D | -7.5% | +3.9% | -11.4% | -8.4% |
| 3M | -8.5% | +9.3% | -17.8% | -10.7% |
| 6M | -7.4% | +6.7% | -14.1% | -9.5% |
| YTD | -2.6% | +30.0% | -32.7% | -10.1% |
| 1Y | -1.8% | +26.0% | -27.9% | -8.7% |
| 3Y | +65.5% | +53.1% | +12.3% | +44.9% |
| 5Y | +55.8% | +35.0% | +20.8% | +40.8% |
| 10Y | +384.9% | +291.7% | +93.1% | +241.7% |
| All | +671.1% | +205.1% | +466.0% | +309.6% |
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