+45.5%
IQV vs VCLT
-0.4%
+45.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.5% |
| 7D | +2.3% | -0.5% | +2.8% | +2.8% |
| 30D | +13.4% | -0.9% | +14.3% | +14.4% |
| 3M | +43.3% | -3.2% | +46.5% | +48.4% |
| 6M | +50.5% | -3.8% | +54.3% | +56.8% |
| YTD | +18.8% | -2.0% | +20.8% | +21.5% |
| 1Y | +45.5% | -0.8% | +46.3% | +45.9% |
| All | +45.5% | -0.4% | +45.9% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 1y: compounded portfolio wealth divided by compounded VCLT 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…
1y analysis · Full analysis span regression · 6 months rolling