+100.2%
VRSN vs IBN
+1,760.3%
-1,660.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | +1.4% | +1.9% | -0.4% | +0.9% |
| 30D | +3.9% | +22.1% | -18.3% | -1.5% |
| 3M | +9.3% | +17.1% | -7.8% | +4.7% |
| 6M | +6.7% | +35.5% | -28.9% | -1.8% |
| YTD | +30.0% | +16.8% | +13.2% | +24.0% |
| 1Y | +26.0% | +12.4% | +13.6% | +21.3% |
| 3Y | +53.1% | +58.0% | -4.9% | +33.1% |
| 5Y | +35.0% | +73.7% | -38.7% | +13.8% |
| 10Y | +291.7% | +385.6% | -93.8% | +133.7% |
| All | +100.2% | +1,760.3% | -1,660.2% | -37.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling