+291.1%
VRSN vs IBN
+324.2%
-33.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.9% | -0.5% | +0.9% |
| 7D | +0.2% | -3.0% | +3.2% | +0.9% |
| 30D | +3.8% | -1.5% | +5.3% | +4.1% |
| 3M | +5.0% | +7.9% | -2.9% | +3.2% |
| 6M | +24.9% | +8.6% | +16.2% | +22.2% |
| YTD | +21.6% | -0.6% | +22.2% | +21.2% |
| 1Y | +2.4% | -7.3% | +9.7% | +3.6% |
| 3Y | +47.3% | +26.2% | +21.1% | +37.3% |
| 5Y | +34.7% | +57.8% | -23.1% | +18.4% |
| All | +291.1% | +324.2% | -33.2% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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