+2.4%
IQV vs IVZ
+61.1%
-58.7%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.3% |
| 7D | -2.2% | -2.4% | +0.1% | -1.3% |
| 30D | +8.3% | +3.0% | +5.3% | +6.9% |
| 3M | +44.6% | +14.9% | +29.7% | +34.9% |
| 6M | +52.6% | +36.7% | +15.8% | +31.4% |
| YTD | +16.1% | +25.7% | -9.5% | +3.6% |
| 1Y | +37.3% | +47.7% | -10.4% | +13.7% |
| 3Y | +21.6% | +138.8% | -117.3% | -21.2% |
| All | +2.4% | +61.1% | -58.7% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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