+25.0%
IQV vs VO
+16.3%
+8.8%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.4% |
| 7D | -5.5% | +1.0% | -6.4% | -6.4% |
| 30D | -0.9% | +2.6% | -3.5% | -3.4% |
| 3M | +15.6% | -0.3% | +15.9% | +16.0% |
| 6M | +63.9% | +7.6% | +56.3% | +50.2% |
| YTD | +17.0% | +14.7% | +2.3% | +0.4% |
| 1Y | +25.0% | +16.4% | +8.6% | +6.4% |
| All | +25.0% | +16.3% | +8.8% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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