+510.3%
IQV vs VOO
+487.5%
+22.8%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.4% |
| 7D | -2.6% | -0.4% | -2.2% | -2.2% |
| 30D | +6.2% | -1.4% | +7.6% | +7.8% |
| 3M | +38.0% | +3.7% | +34.3% | +31.8% |
| 6M | +43.9% | +13.0% | +30.9% | +24.9% |
| YTD | +14.0% | +12.4% | +1.6% | -0.1% |
| 1Y | +35.5% | +18.6% | +16.9% | +11.9% |
| 3Y | +20.3% | +78.1% | -57.7% | -36.3% |
| 5Y | -1.6% | +82.3% | -83.9% | -48.9% |
| 10Y | +233.4% | +322.5% | -89.1% | -23.0% |
| All | +510.3% | +487.5% | +22.8% | +13.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling