+32.1%
VRSN vs IBN
+53.6%
-21.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.1% |
| 7D | -1.0% | -5.1% | +4.1% | +0.3% |
| 30D | -1.9% | -3.5% | +1.6% | -1.0% |
| 3M | +1.4% | +11.3% | -9.9% | -1.6% |
| 6M | +19.0% | +4.4% | +14.6% | +17.3% |
| YTD | +19.2% | -1.8% | +21.0% | +19.3% |
| 1Y | +1.7% | -8.0% | +9.7% | +3.5% |
| 3Y | +41.4% | +27.1% | +14.4% | +25.9% |
| All | +32.1% | +53.6% | -21.5% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling