+535.9%
IQV vs VT
+294.5%
+241.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +2.3% | +0.4% | +1.9% | +1.8% |
| 30D | +13.4% | +1.0% | +12.5% | +12.2% |
| 3M | +43.3% | +2.4% | +40.9% | +38.5% |
| 6M | +50.5% | +12.0% | +38.5% | +31.1% |
| YTD | +18.8% | +15.3% | +3.5% | +0.3% |
| 1Y | +45.5% | +22.6% | +22.9% | +14.6% |
| 3Y | +19.4% | +74.7% | -55.3% | -36.4% |
| 5Y | +1.7% | +66.1% | -64.4% | -42.3% |
| 10Y | +247.9% | +225.0% | +22.9% | +3.3% |
| All | +535.9% | +294.5% | +241.3% | +70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling