+236.7%
IQV vs VRSN
+299.1%
-62.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.0% |
| 7D | -2.2% | +0.2% | -2.5% | -2.4% |
| 30D | +8.3% | +3.8% | +4.5% | +6.0% |
| 3M | +44.6% | +5.0% | +39.6% | +40.0% |
| 6M | +52.6% | +24.9% | +27.7% | +32.3% |
| YTD | +16.1% | +21.6% | -5.5% | +1.8% |
| 1Y | +37.3% | +2.4% | +34.9% | +32.3% |
| 3Y | +21.6% | +47.3% | -25.8% | -8.4% |
| 5Y | +0.5% | +34.7% | -34.3% | -21.5% |
| All | +236.7% | +299.1% | -62.3% | +89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling