+19.5%
IQV vs VIG
+54.7%
-35.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | -5.3% | -2.2% | -3.0% | -2.1% |
| 30D | +5.5% | -3.2% | +8.7% | +10.7% |
| 3M | +41.2% | +3.0% | +38.2% | +35.0% |
| 6M | +50.5% | +8.1% | +42.4% | +33.8% |
| YTD | +14.1% | +9.1% | +5.1% | +0.6% |
| 1Y | +39.9% | +12.6% | +27.4% | +17.8% |
| All | +19.5% | +54.7% | -35.2% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 3y: compounded portfolio wealth divided by compounded VIG 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…
3y analysis · Full analysis span regression · 6 months rolling