+535.9%
IQV vs VRSN
+509.3%
+26.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +13.4% | -0.2% | +13.6% | +13.3% |
| 3M | +43.3% | -0.3% | +43.6% | +42.7% |
| 6M | +50.5% | +23.0% | +27.6% | +32.9% |
| YTD | +18.8% | +21.3% | -2.6% | +5.3% |
| 1Y | +45.5% | +6.7% | +38.7% | +37.5% |
| 3Y | +19.4% | +45.0% | -25.6% | -7.0% |
| 5Y | +1.7% | +35.0% | -33.3% | -18.7% |
| 10Y | +247.9% | +276.3% | -28.4% | +86.0% |
| All | +535.9% | +509.3% | +26.6% | +202.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling