+25.0%
IQV vs ROIV
+97.8%
-72.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.1% | -5.6% | -0.2% |
| 7D | -5.5% | +3.0% | -8.5% | -5.8% |
| 30D | -0.9% | +6.8% | -7.7% | -1.6% |
| 3M | +15.6% | +10.5% | +5.1% | +13.6% |
| 6M | +63.9% | +34.8% | +29.1% | +53.1% |
| YTD | +17.0% | +76.2% | -59.1% | +4.6% |
| 1Y | +25.0% | +92.4% | -67.4% | +10.9% |
| All | +25.0% | +97.8% | -72.8% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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