+526.9%
VRSN vs IBB
+584.7%
-57.9%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.8% | -3.7% | -2.9% |
| 7D | -0.8% | +2.7% | -3.5% | -2.9% |
| 30D | +0.7% | +6.3% | -5.6% | -4.1% |
| 3M | +4.1% | +11.1% | -6.9% | -4.8% |
| 6M | +6.7% | +29.2% | -22.5% | -13.7% |
| YTD | +27.1% | +30.2% | -3.2% | +0.8% |
| 1Y | +28.0% | +39.5% | -11.5% | -3.8% |
| 3Y | +52.6% | +92.3% | -39.7% | -13.5% |
| 5Y | +33.3% | +43.0% | -9.7% | -6.4% |
| 10Y | +279.5% | +137.1% | +142.4% | +66.2% |
| All | +526.9% | +584.7% | -57.9% | -16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling