+313.4%
IVV vs IQV
+252.5%
+60.9%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | -0.9% | +4.1% | -5.0% | -2.3% |
| 30D | -2.3% | +4.7% | -7.0% | -4.0% |
| 3M | -1.2% | +12.6% | -13.7% | -5.6% |
| 6M | +3.3% | +58.2% | -54.9% | -14.1% |
| YTD | +12.3% | +21.8% | -9.5% | +1.7% |
| 1Y | +12.5% | +25.6% | -13.1% | +0.5% |
| 3Y | +79.2% | +40.1% | +39.1% | +45.9% |
| 5Y | +75.6% | +8.7% | +66.9% | +56.7% |
| 10Y | +313.4% | +255.9% | +57.4% | +133.7% |
| All | +313.4% | +252.5% | +60.9% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling