+29.0%
VRSN vs IBB
+20.0%
+9.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.5% |
| 7D | -2.1% | -1.7% | -0.5% | -1.5% |
| 30D | -3.9% | +4.9% | -8.8% | -6.0% |
| 3M | -0.1% | +24.2% | -24.4% | -9.6% |
| 6M | +16.4% | +23.8% | -7.4% | +5.0% |
| YTD | +17.2% | +23.0% | -5.7% | +5.6% |
| 1Y | +1.0% | +46.2% | -45.2% | -17.0% |
| 3Y | +39.1% | +64.8% | -25.7% | +4.4% |
| 5Y | +29.0% | +20.9% | +8.1% | +8.0% |
| All | +29.0% | +20.0% | +9.0% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling