+285.9%
VRSN vs IOVA
+3.8%
+282.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +0.9% |
| 7D | -1.5% | -6.4% | +4.9% | -1.1% |
| 30D | +0.7% | +25.4% | -24.7% | -1.0% |
| 3M | +0.6% | +115.3% | -114.8% | -5.6% |
| 6M | +21.7% | +56.5% | -34.8% | +16.1% |
| YTD | +20.0% | +198.2% | -178.2% | +8.5% |
| 1Y | +3.2% | +242.0% | -238.9% | -8.4% |
| 3Y | +42.4% | +36.8% | +5.6% | +24.3% |
| 5Y | +33.0% | -64.3% | +97.2% | +23.8% |
| All | +285.9% | +3.8% | +282.1% | +215.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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