+22.3%
IQV vs ROIV
+201.4%
-179.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.5% | -2.9% | -1.8% |
| 7D | +2.3% | +0.6% | +1.7% | +2.1% |
| 30D | +13.4% | +1.0% | +12.5% | +13.0% |
| 3M | +43.3% | +18.3% | +25.0% | +36.8% |
| 6M | +50.5% | +18.3% | +32.2% | +43.2% |
| YTD | +18.8% | +61.0% | -42.2% | +4.5% |
| 1Y | +45.5% | +177.9% | -132.4% | +10.7% |
| All | +22.3% | +201.4% | -179.1% | -12.7% |
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