+40.1%
IQV vs VLTO
+56.3%
-16.2%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.5% | -1.4% |
| 7D | +4.8% | +1.6% | +3.2% | +3.7% |
| 30D | +5.9% | +22.0% | -16.1% | -7.7% |
| 3M | +13.7% | +21.9% | -8.2% | -0.9% |
| 6M | +54.0% | +36.5% | +17.5% | +24.6% |
| YTD | +22.1% | +19.0% | +3.1% | +8.2% |
| 1Y | +29.1% | +21.0% | +8.2% | +13.1% |
| 3Y | +40.4% | +69.9% | -29.5% | +8.3% |
| All | +40.1% | +56.3% | -16.2% | +8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling