+374.9%
V vs IQV
+236.7%
+138.2%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | -3.0% | -5.3% | +2.2% | -0.9% |
| 30D | +1.2% | +5.5% | -4.3% | -1.1% |
| 3M | +13.9% | +41.2% | -27.3% | -2.1% |
| 6M | +17.2% | +50.5% | -33.3% | -3.1% |
| YTD | +5.3% | +14.1% | -8.8% | -3.0% |
| 1Y | +9.5% | +39.9% | -30.5% | -8.6% |
| 3Y | +51.9% | +20.5% | +31.4% | +28.6% |
| 5Y | +69.6% | -1.2% | +70.8% | +55.3% |
| All | +374.9% | +236.7% | +138.2% | +136.1% |
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