+19.5%
IQV vs VMC
+17.8%
+1.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | -5.3% | -3.7% | -1.6% | -3.9% |
| 30D | +5.5% | -12.8% | +18.3% | +11.3% |
| 3M | +41.2% | -7.9% | +49.2% | +45.5% |
| 6M | +50.5% | -7.5% | +58.0% | +54.0% |
| YTD | +14.1% | -11.6% | +25.8% | +18.0% |
| 1Y | +39.9% | -14.3% | +54.2% | +46.4% |
| All | +19.5% | +17.8% | +1.7% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling