+35.0%
IQV vs VLTO
+56.4%
-21.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.9% | -2.6% |
| 7D | -2.5% | +1.0% | -3.5% | -3.1% |
| 30D | +1.2% | +17.5% | -16.3% | -9.4% |
| 3M | +9.8% | +21.4% | -11.6% | -4.1% |
| 6M | +53.8% | +38.1% | +15.7% | +23.5% |
| YTD | +17.6% | +19.0% | -1.4% | +4.3% |
| 1Y | +18.6% | +20.7% | -2.1% | +4.0% |
| 3Y | +36.9% | +64.3% | -27.4% | +6.6% |
| All | +35.0% | +56.4% | -21.4% | +4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 10y: compounded portfolio wealth divided by compounded VLTO 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…
10y analysis · Full analysis span regression · 6 months rolling