+66.4%
IWM vs VRSN
+44.7%
+21.7%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -1.3% | -0.2% | -1.1% | -1.2% |
| 3M | +1.6% | -0.3% | +1.9% | +1.7% |
| 6M | +13.6% | +23.0% | -9.4% | +8.0% |
| YTD | +20.8% | +21.3% | -0.6% | +14.9% |
| 1Y | +26.4% | +6.7% | +19.7% | +24.7% |
| All | +66.4% | +44.7% | +21.7% | +44.6% |
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 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