+52.6%
IQV vs VTEB
-2.3%
+54.9%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.0% |
| 7D | -2.2% | -0.9% | -1.3% | -0.3% |
| 30D | +8.3% | -2.5% | +10.8% | +14.5% |
| 3M | +44.6% | -3.0% | +47.5% | +55.0% |
| 6M | +52.6% | -2.1% | +54.7% | +62.3% |
| All | +52.6% | -2.3% | +54.9% | +62.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling