+304.4%
VRSN vs IBN
+385.6%
-81.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +1.4% | +1.9% | -0.4% | +1.0% |
| 30D | +3.9% | +22.1% | -18.3% | -0.7% |
| 3M | +9.3% | +17.1% | -7.8% | +5.5% |
| 6M | +6.7% | +35.5% | -28.9% | -0.6% |
| YTD | +30.0% | +16.8% | +13.2% | +25.0% |
| 1Y | +26.0% | +12.4% | +13.6% | +22.1% |
| 3Y | +53.1% | +58.0% | -4.9% | +35.4% |
| 5Y | +35.0% | +73.7% | -38.7% | +16.0% |
| All | +304.4% | +385.6% | -81.2% | +178.2% |
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