+1,040.3%
VRSN vs IOVA
-92.2%
+1,132.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -0.9% |
| 7D | -0.8% | +1.9% | -2.7% | -0.9% |
| 30D | +0.7% | -44.1% | +44.8% | +1.3% |
| 3M | +4.1% | +28.9% | -24.7% | +3.5% |
| 6M | +6.7% | +125.7% | -119.0% | +5.1% |
| YTD | +27.1% | +199.3% | -172.2% | +24.4% |
| 1Y | +28.0% | +255.2% | -227.2% | +24.9% |
| 3Y | +52.6% | +106.8% | -54.2% | +48.2% |
| 5Y | +33.3% | -67.1% | +100.4% | +31.1% |
| 10Y | +279.5% | +16.7% | +262.8% | +271.2% |
| All | +1,040.3% | -92.2% | +1,132.5% | +1,040.8% |
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