+275.8%
VRSN vs IBB
+122.6%
+153.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.3% |
| 7D | -2.1% | -1.7% | -0.5% | -1.3% |
| 30D | -3.9% | +4.9% | -8.8% | -6.6% |
| 3M | -0.1% | +24.2% | -24.4% | -11.7% |
| 6M | +16.4% | +23.8% | -7.4% | +2.5% |
| YTD | +17.2% | +23.0% | -5.7% | +3.1% |
| 1Y | +1.0% | +46.2% | -45.2% | -19.7% |
| 3Y | +39.1% | +64.8% | -25.7% | +0.6% |
| 5Y | +29.0% | +20.9% | +8.1% | +11.1% |
| 10Y | +275.8% | +121.6% | +154.3% | +129.6% |
| All | +275.8% | +122.6% | +153.2% | +129.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling