-1.2%
IQV vs VO
+40.2%
-41.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.2% |
| 7D | -5.3% | -2.5% | -2.8% | -2.4% |
| 30D | +5.5% | -3.2% | +8.8% | +9.6% |
| 3M | +41.2% | +3.9% | +37.3% | +34.7% |
| 6M | +50.5% | +9.6% | +40.9% | +34.4% |
| YTD | +14.1% | +11.6% | +2.6% | +0.2% |
| 1Y | +39.9% | +12.6% | +27.3% | +21.5% |
| 3Y | +20.5% | +55.4% | -34.9% | -27.2% |
| 5Y | -1.2% | +41.8% | -43.1% | -34.6% |
| All | -1.2% | +40.2% | -41.4% | -34.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling