+69.2%
IWM vs VRSN
+52.9%
+16.3%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | -2.0% | +0.5% | -2.5% | -2.1% |
| 30D | -1.5% | +4.9% | -6.4% | -2.1% |
| 3M | -8.0% | +5.8% | -13.8% | -8.8% |
| 6M | -4.1% | +12.6% | -16.7% | -6.2% |
| YTD | +11.9% | +28.2% | -16.3% | +6.0% |
| 1Y | +15.0% | +30.4% | -15.4% | +8.3% |
| All | +69.2% | +52.9% | +16.3% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling