+45.5%
IQV vs VSXY
+224.6%
-179.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +2.6% | -4.0% | -1.5% |
| 7D | +2.3% | -14.0% | +16.3% | +2.7% |
| 30D | +13.4% | -15.9% | +29.4% | +13.9% |
| 3M | +43.3% | +3.4% | +39.9% | +42.8% |
| 6M | +50.5% | +25.9% | +24.6% | +48.8% |
| YTD | +18.8% | +39.5% | -20.7% | +15.5% |
| 1Y | +45.5% | +194.4% | -148.9% | +12.3% |
| All | +45.5% | +224.6% | -179.1% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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