+45.3%
IQV vs ROIV
+351.4%
-306.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +4.6% | -2.0% | +1.5% |
| 7D | +7.9% | +13.3% | -5.4% | +4.6% |
| 30D | +7.3% | +14.8% | -7.5% | +3.6% |
| 3M | +16.8% | +11.9% | +4.9% | +12.5% |
| 6M | +56.0% | +42.4% | +13.6% | +38.1% |
| YTD | +23.7% | +87.4% | -63.7% | -0.4% |
| 1Y | +32.5% | +97.2% | -64.7% | +4.2% |
| 3Y | +45.3% | +375.7% | -330.4% | -16.7% |
| All | +45.3% | +351.4% | -306.1% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling