+25.5%
IQV vs VTEB
+0.3%
+25.3%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | -0.1% |
| 7D | -5.5% | +0.9% | -6.4% | -6.5% |
| 30D | -0.9% | +3.7% | -4.5% | -5.6% |
| 3M | +15.6% | -0.8% | +16.4% | +19.1% |
| 6M | +63.9% | -0.9% | +64.8% | +70.6% |
| YTD | +17.0% | -0.1% | +17.1% | +19.2% |
| All | +25.5% | +0.3% | +25.3% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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