+236.7%
IQV vs RVTY
+145.6%
+91.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.8% | -1.0% | -0.1% |
| 7D | -2.2% | -4.5% | +2.3% | +0.7% |
| 30D | +8.3% | +5.5% | +2.8% | +4.5% |
| 3M | +44.6% | +22.5% | +22.1% | +26.4% |
| 6M | +52.6% | +38.9% | +13.7% | +22.4% |
| YTD | +16.1% | +28.7% | -12.6% | -2.2% |
| 1Y | +37.3% | +45.5% | -8.2% | +6.5% |
| 3Y | +21.6% | +16.4% | +5.2% | +5.1% |
| 5Y | +0.5% | -32.7% | +33.2% | +20.9% |
| All | +236.7% | +145.6% | +91.1% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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