+2.4%
IQV vs VOO
+82.8%
-80.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +0.8% |
| 7D | -2.2% | -0.8% | -1.5% | -1.4% |
| 30D | +8.3% | -1.1% | +9.4% | +9.6% |
| 3M | +44.6% | +3.9% | +40.7% | +37.7% |
| 6M | +52.6% | +13.6% | +38.9% | +30.8% |
| YTD | +16.1% | +12.7% | +3.4% | +0.9% |
| 1Y | +37.3% | +17.6% | +19.7% | +13.5% |
| 3Y | +21.6% | +77.3% | -55.8% | -37.8% |
| All | +2.4% | +82.8% | -80.4% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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