-1.2%
IQV vs VRSN
+32.1%
-33.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.5% | -0.2% |
| 7D | -5.3% | -1.5% | -3.7% | -4.6% |
| 30D | +5.5% | +0.7% | +4.8% | +5.0% |
| 3M | +41.2% | +0.6% | +40.7% | +40.2% |
| 6M | +50.5% | +21.7% | +28.8% | +34.3% |
| YTD | +14.1% | +20.0% | -5.9% | +2.2% |
| 1Y | +39.9% | +3.2% | +36.8% | +35.4% |
| 3Y | +20.5% | +42.4% | -21.9% | -6.2% |
| 5Y | -1.2% | +33.0% | -34.2% | -20.6% |
| All | -1.2% | +32.1% | -33.3% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling