+484.0%
V vs IQV
+242.6%
+241.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.5% | +2.2% |
| 7D | +0.9% | -2.5% | +3.4% | +1.9% |
| 30D | +9.0% | +1.2% | +7.8% | +8.1% |
| 3M | +16.7% | +9.8% | +6.9% | +11.9% |
| 6M | +33.4% | +53.8% | -20.4% | +9.8% |
| YTD | +22.4% | +17.6% | +4.7% | +10.9% |
| 1Y | +27.7% | +18.6% | +9.1% | +15.2% |
| 3Y | +78.0% | +36.9% | +41.1% | +41.2% |
| 5Y | +108.5% | +4.1% | +104.4% | +85.8% |
| All | +484.0% | +242.6% | +241.4% | +183.3% |
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