+40.9%
VALE vs IQV
-0.1%
+41.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.1% | -0.7% |
| 7D | -0.3% | -2.2% | +2.0% | +0.2% |
| 30D | +8.6% | +8.3% | +0.3% | +6.8% |
| 3M | +2.0% | +44.6% | -42.6% | -6.2% |
| 6M | +2.1% | +52.6% | -50.4% | -7.7% |
| YTD | +20.2% | +16.1% | +4.1% | +15.2% |
| 1Y | +55.2% | +37.3% | +17.9% | +42.1% |
| 3Y | +45.9% | +21.6% | +24.3% | +33.8% |
| All | +40.9% | -0.1% | +41.1% | +33.3% |
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 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