+989.0%
VRSN vs IOVA
-91.6%
+1,080.6%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.5% | -0.4% |
| 7D | +0.1% | +9.7% | -9.7% | -0.1% |
| 30D | -0.2% | +102.5% | -102.7% | -1.2% |
| 3M | -0.3% | +100.7% | -101.0% | -1.4% |
| 6M | +23.0% | +106.3% | -83.4% | +21.4% |
| YTD | +21.3% | +222.0% | -200.6% | +18.9% |
| 1Y | +6.7% | +299.5% | -292.8% | +4.1% |
| 3Y | +45.0% | +42.9% | +2.0% | +41.6% |
| 5Y | +35.0% | -65.0% | +100.0% | +32.9% |
| 10Y | +276.3% | +10.3% | +266.0% | +268.5% |
| All | +989.0% | -91.6% | +1,080.6% | +990.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling