+37.3%
IQV vs ITOT
+17.8%
+19.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.0% |
| 7D | -2.2% | -0.9% | -1.3% | -1.5% |
| 30D | +8.3% | -1.5% | +9.7% | +9.6% |
| 3M | +44.6% | +3.6% | +41.0% | +39.5% |
| 6M | +52.6% | +13.7% | +38.9% | +32.0% |
| YTD | +16.1% | +12.9% | +3.2% | +2.4% |
| 1Y | +37.3% | +17.2% | +20.1% | +12.2% |
| All | +37.3% | +17.8% | +19.4% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 1y: compounded portfolio wealth divided by compounded ITOT 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…
1y analysis · Full analysis span regression · 6 months rolling