+19.3%
IQV vs VO
+56.0%
-36.7%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | +0.2% |
| 7D | -2.6% | -0.6% | -2.0% | -1.8% |
| 30D | +6.2% | -1.9% | +8.1% | +8.8% |
| 3M | +38.0% | +3.3% | +34.7% | +32.1% |
| 6M | +43.9% | +9.7% | +34.2% | +27.3% |
| YTD | +14.0% | +12.6% | +1.4% | -2.2% |
| 1Y | +35.5% | +13.6% | +21.9% | +14.8% |
| All | +19.3% | +56.0% | -36.7% | -36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling