+45.5%
IQV vs VSH
+118.1%
-72.7%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.4% | -5.9% | -1.1% |
| 7D | +2.3% | +4.1% | -1.8% | +2.6% |
| 30D | +13.4% | -4.2% | +17.6% | +13.2% |
| 3M | +43.3% | -50.0% | +93.3% | +45.0% |
| 6M | +50.5% | +80.2% | -29.6% | +29.3% |
| YTD | +18.8% | +121.1% | -102.3% | -3.7% |
| 1Y | +45.5% | +112.0% | -66.5% | +16.1% |
| All | +45.5% | +118.1% | -72.7% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling