+515.6%
IQV vs VRSN
+488.7%
+26.9%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.4% | +0.2% | -1.5% |
| 7D | +0.3% | -2.1% | +2.5% | +1.5% |
| 30D | +8.6% | -3.9% | +12.5% | +10.7% |
| 3M | +41.1% | -0.1% | +41.2% | +40.5% |
| 6M | +48.6% | +16.4% | +32.1% | +35.0% |
| YTD | +15.0% | +17.2% | -2.2% | +3.7% |
| 1Y | +38.1% | +1.0% | +37.1% | +34.4% |
| 3Y | +21.4% | +39.1% | -17.7% | -3.3% |
| 5Y | -1.0% | +29.0% | -30.0% | -19.0% |
| 10Y | +233.0% | +275.8% | -42.9% | +79.0% |
| All | +515.6% | +488.7% | +26.9% | +197.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded VRSN 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling