+107.2%
V vs IQV
+8.1%
+99.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.7% |
| 7D | +0.8% | +4.8% | -4.0% | -0.5% |
| 30D | +9.9% | +5.9% | +4.1% | +8.1% |
| 3M | +17.5% | +13.7% | +3.8% | +13.3% |
| 6M | +33.5% | +54.0% | -20.5% | +17.6% |
| YTD | +21.6% | +22.1% | -0.5% | +13.6% |
| 1Y | +27.6% | +29.1% | -1.6% | +17.1% |
| 3Y | +76.4% | +40.4% | +36.0% | +50.6% |
| All | +107.2% | +8.1% | +99.1% | +87.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling