+498.6%
VRSN vs IBB
+560.8%
-62.2%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.2% |
| 7D | +0.1% | +1.4% | -1.4% | -1.0% |
| 30D | -0.2% | +10.5% | -10.7% | -7.8% |
| 3M | -0.3% | +23.6% | -23.9% | -15.9% |
| 6M | +23.0% | +22.6% | +0.4% | +3.4% |
| YTD | +21.3% | +25.7% | -4.3% | -0.6% |
| 1Y | +6.7% | +51.4% | -44.7% | -24.4% |
| 3Y | +45.0% | +64.4% | -19.4% | -6.9% |
| 5Y | +35.0% | +22.1% | +12.9% | +7.4% |
| 10Y | +276.3% | +132.5% | +143.9% | +66.1% |
| All | +498.6% | +560.8% | -62.2% | -17.6% |
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 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