+54.6%
VRSN vs IBB
+78.6%
-24.0%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.4% |
| 7D | +0.5% | -1.8% | +2.3% | +0.8% |
| 30D | +4.9% | +5.1% | -0.1% | +4.1% |
| 3M | +5.8% | +10.7% | -4.9% | +4.0% |
| 6M | +12.6% | +22.9% | -10.3% | +8.4% |
| YTD | +28.2% | +26.7% | +1.5% | +22.0% |
| 1Y | +30.4% | +35.1% | -4.7% | +21.6% |
| 3Y | +54.6% | +80.2% | -25.6% | +34.2% |
| All | +54.6% | +78.6% | -24.0% | +34.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling