+1,071.0%
VRSN vs IOVA
-92.3%
+1,163.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.8% | +1.0% |
| 7D | -1.2% | -7.0% | +5.8% | -1.2% |
| 30D | +3.8% | -44.4% | +48.2% | +4.4% |
| 3M | +9.5% | +24.7% | -15.1% | +8.9% |
| 6M | +10.3% | +118.6% | -108.4% | +8.6% |
| YTD | +30.5% | +196.3% | -165.8% | +27.7% |
| 1Y | +27.9% | +205.3% | -177.4% | +25.1% |
| 3Y | +54.3% | +103.8% | -49.5% | +49.9% |
| 5Y | +37.2% | -65.6% | +102.7% | +34.8% |
| 10Y | +293.1% | +6.4% | +286.6% | +284.4% |
| All | +1,071.0% | -92.3% | +1,163.3% | +1,071.7% |
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