+535.9%
IQV vs VO
+315.8%
+220.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.2% | -1.2% | -1.2% |
| 7D | +2.3% | -0.3% | +2.6% | +2.6% |
| 30D | +13.4% | -0.3% | +13.8% | +13.8% |
| 3M | +43.3% | +2.9% | +40.3% | +38.6% |
| 6M | +50.5% | +9.3% | +41.2% | +36.2% |
| YTD | +18.8% | +14.2% | +4.6% | +2.9% |
| 1Y | +45.5% | +15.3% | +30.2% | +24.7% |
| 3Y | +19.4% | +56.2% | -36.9% | -25.2% |
| 5Y | +1.7% | +42.4% | -40.7% | -29.3% |
| 10Y | +247.9% | +194.7% | +53.2% | +20.4% |
| All | +535.9% | +315.8% | +220.1% | +77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling