+19.5%
IQV vs VRSN
+42.7%
-23.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.1% |
| 7D | -5.3% | -1.5% | -3.7% | -4.8% |
| 30D | +5.5% | +0.7% | +4.8% | +5.2% |
| 3M | +41.2% | +0.6% | +40.7% | +40.4% |
| 6M | +50.5% | +21.7% | +28.8% | +39.5% |
| YTD | +14.1% | +20.0% | -5.9% | +6.0% |
| 1Y | +39.9% | +3.2% | +36.8% | +37.1% |
| All | +19.5% | +42.7% | -23.2% | -3.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling