+6.5%
IQV vs VT
+58.5%
-52.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +2.4% | +2.9% | -0.5% | -0.9% |
| 30D | +4.0% | -2.5% | +6.5% | +6.8% |
| 3M | +12.2% | -3.3% | +15.5% | +16.2% |
| 6M | +54.9% | +1.5% | +53.3% | +49.9% |
| YTD | +20.3% | +11.4% | +8.9% | +4.0% |
| 1Y | +22.7% | +11.9% | +10.8% | +5.5% |
| 3Y | +38.3% | +73.9% | -35.5% | -31.1% |
| 5Y | +6.5% | +57.9% | -51.4% | -40.9% |
| All | +6.5% | +58.5% | -52.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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