+268.6%
IQV vs VTEB
+25.5%
+243.1%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.3% |
| 7D | -2.2% | -0.9% | -1.3% | -1.1% |
| 30D | +8.3% | -2.5% | +10.8% | +11.9% |
| 3M | +44.6% | -3.0% | +47.5% | +50.3% |
| 6M | +52.6% | -2.1% | +54.7% | +56.9% |
| YTD | +16.1% | -1.5% | +17.6% | +18.4% |
| 1Y | +37.3% | +0.2% | +37.1% | +37.1% |
| 3Y | +21.6% | +8.6% | +13.0% | +9.7% |
| 5Y | +0.5% | +1.2% | -0.7% | -2.0% |
| 10Y | +239.7% | +18.1% | +221.6% | +236.2% |
| All | +268.6% | +25.5% | +243.1% | +302.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling