+45.5%
IQV vs VFC
-6.8%
+52.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.4% | -3.8% | -2.1% |
| 7D | +2.3% | -1.6% | +3.9% | +2.7% |
| 30D | +13.4% | -11.6% | +25.1% | +17.2% |
| 3M | +43.3% | -18.1% | +61.4% | +49.2% |
| 6M | +50.5% | -27.4% | +77.9% | +62.6% |
| YTD | +18.8% | -24.8% | +43.6% | +27.7% |
| 1Y | +45.5% | -8.2% | +53.7% | +44.6% |
| All | +45.5% | -6.8% | +52.3% | +44.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC 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 VFC 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