+18.6%
IQV vs VLTO
+21.9%
-3.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -9.5% |
| 3M | +9.8% | +21.4% | -11.6% | -4.3% |
| 6M | +53.8% | +38.1% | +15.7% | +22.5% |
| YTD | +17.6% | +19.0% | -1.4% | +5.0% |
| 1Y | +18.6% | +20.7% | -2.1% | +5.4% |
| All | +18.6% | +21.9% | -3.3% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling