+50.0%
IQV vs ROIV
+298.2%
-248.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.0% |
| 7D | -2.6% | +22.3% | -24.9% | -5.2% |
| 30D | +6.2% | +16.9% | -10.7% | +3.9% |
| 3M | +38.0% | +43.9% | -5.9% | +31.2% |
| 6M | +43.9% | +41.6% | +2.3% | +36.9% |
| YTD | +14.0% | +92.7% | -78.7% | +4.2% |
| 1Y | +35.5% | +210.2% | -174.7% | +16.9% |
| 3Y | +20.3% | +231.8% | -211.5% | +1.5% |
| 5Y | -1.6% | +319.8% | -321.4% | -23.9% |
| All | +50.0% | +298.2% | -248.2% | +17.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling