+515.6%
IQV vs VIG
+356.5%
+159.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -2.2% |
| 7D | +0.3% | -0.4% | +0.7% | +0.9% |
| 30D | +8.6% | -2.1% | +10.7% | +11.4% |
| 3M | +41.1% | +3.3% | +37.8% | +35.6% |
| 6M | +48.6% | +9.3% | +39.3% | +33.3% |
| YTD | +15.0% | +10.1% | +4.9% | +2.5% |
| 1Y | +38.1% | +14.7% | +23.4% | +17.4% |
| 3Y | +21.4% | +56.9% | -35.5% | -27.8% |
| 5Y | -1.0% | +62.9% | -63.9% | -42.7% |
| 10Y | +233.0% | +241.3% | -8.4% | -6.2% |
| All | +515.6% | +356.5% | +159.0% | +40.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling