+76.9%
IVV vs IQV
+42.6%
+34.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.3% | +1.0% | -0.1% |
| 7D | -0.6% | +4.8% | -5.4% | -1.4% |
| 30D | -3.7% | +5.9% | -9.5% | -4.6% |
| 3M | -2.7% | +13.7% | -16.4% | -5.0% |
| 6M | +2.2% | +54.0% | -51.7% | -6.1% |
| YTD | +10.9% | +22.1% | -11.2% | +6.4% |
| 1Y | +11.3% | +29.1% | -17.8% | +5.3% |
| 3Y | +76.9% | +40.4% | +36.5% | +59.9% |
| All | +76.9% | +42.6% | +34.3% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling