+7.1%
IYR vs VRSN
+31.2%
-24.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.6% |
| 7D | -0.9% | -1.0% | +0.1% | -0.6% |
| 30D | -2.4% | -1.9% | -0.5% | -1.9% |
| 3M | -2.0% | +1.4% | -3.4% | -2.8% |
| 6M | +2.5% | +19.0% | -16.6% | -4.3% |
| YTD | +8.3% | +19.2% | -10.9% | +0.7% |
| 1Y | +6.5% | +1.7% | +4.8% | +4.9% |
| 3Y | +29.3% | +41.4% | -12.1% | +8.9% |
| All | +7.1% | +31.2% | -24.1% | -8.1% |
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 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