+57.9%
IQV vs RVMD
+622.3%
-564.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -2.2% | -3.0% | +0.7% | -1.8% |
| 30D | +8.3% | -0.7% | +9.0% | +8.3% |
| 3M | +44.6% | +36.5% | +8.0% | +37.1% |
| 6M | +52.6% | +104.6% | -52.0% | +33.7% |
| YTD | +16.1% | +155.8% | -139.7% | -3.2% |
| 1Y | +37.3% | +340.7% | -303.4% | +3.8% |
| 3Y | +21.6% | +519.9% | -498.4% | -16.6% |
| 5Y | +0.5% | +584.9% | -584.5% | -36.6% |
| All | +57.9% | +622.3% | -564.4% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 RVMD 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