+45.5%
IQV vs VMC
-8.5%
+54.0%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.7% |
| 7D | +2.3% | -4.3% | +6.6% | +3.5% |
| 30D | +13.4% | -8.2% | +21.7% | +16.1% |
| 3M | +43.3% | -7.0% | +50.3% | +46.3% |
| 6M | +50.5% | -10.8% | +61.3% | +54.5% |
| YTD | +18.8% | -7.4% | +26.2% | +20.0% |
| 1Y | +45.5% | -9.5% | +55.0% | +48.1% |
| All | +45.5% | -8.5% | +54.0% | +48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 VMC 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