+510.3%
IQV vs VEU
+160.1%
+350.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.1% |
| 7D | -2.6% | +0.3% | -2.9% | -2.9% |
| 30D | +6.2% | +0.7% | +5.5% | +5.5% |
| 3M | +38.0% | +4.7% | +33.3% | +30.8% |
| 6M | +43.9% | +11.6% | +32.3% | +27.1% |
| YTD | +14.0% | +16.8% | -2.8% | -3.9% |
| 1Y | +35.5% | +24.9% | +10.6% | +7.0% |
| 3Y | +20.3% | +75.7% | -55.4% | -32.2% |
| 5Y | -1.6% | +56.1% | -57.8% | -37.7% |
| 10Y | +233.4% | +153.6% | +79.8% | +40.0% |
| All | +510.3% | +160.1% | +350.2% | +155.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 all: compounded portfolio wealth divided by compounded VEU 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…
all analysis · Full analysis span regression · 6 months rolling