+29.0%
VRSN vs IOVA
-63.5%
+92.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.3% |
| 7D | -2.1% | +5.1% | -7.2% | -2.3% |
| 30D | -3.9% | +37.2% | -41.1% | -5.2% |
| 3M | -0.1% | +117.5% | -117.6% | -3.9% |
| 6M | +16.4% | +69.6% | -53.2% | +12.8% |
| YTD | +17.2% | +218.7% | -201.4% | +9.7% |
| 1Y | +1.0% | +265.5% | -264.6% | -6.6% |
| 3Y | +39.1% | +46.2% | -7.1% | +26.5% |
| 5Y | +29.0% | -63.2% | +92.3% | +20.5% |
| All | +29.0% | -63.5% | +92.5% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling