+20.7%
IWM vs VRSN
+35.4%
-14.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.4% |
| 7D | -2.0% | +0.5% | -2.5% | -2.2% |
| 30D | -1.5% | +4.9% | -6.4% | -3.1% |
| 3M | -8.0% | +5.8% | -13.8% | -10.0% |
| 6M | -4.1% | +12.6% | -16.7% | -9.0% |
| YTD | +11.9% | +28.2% | -16.3% | -0.2% |
| 1Y | +15.0% | +30.4% | -15.4% | +1.6% |
| 3Y | +64.2% | +54.6% | +9.6% | +29.1% |
| All | +20.7% | +35.4% | -14.6% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling